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Vanguard Short-Term Treasury ETF

732 hedge funds and large institutions have $12.3B invested in Vanguard Short-Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 264 increasing their positions, 220 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

792% more call options, than puts

Call options by funds: $4.96M | Put options by funds: $556K

122% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 74

28% more capital invested

Capital invested by funds: $9.62B → $12.3B (+$2.69B)

20% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 220

11% more funds holding

Funds holding: 657732 (+75)

10% more funds holding in top 10

Funds holding in top 10: 105115 (+10)

0.11% less ownership

Funds ownership: 60.89%60.78% (-0.11%)

Holders
732
Holders Change
+75
Holders Change %
+11.42%
% of All Funds
11.77%
Holding in Top 10
115
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.52%
% of All Funds
1.85%
New
164
Increased
264
Reduced
220
Closed
74
Calls
$4.96M
Puts
$556K
Net Calls
+$4.4M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Alta Advisers
United Kingdom
$42.7M -$98.1K -1,698 -0.2%
EWM
52
Empirical Wealth Management
Washington
$42M +$139K +2,400 +0.3%
AI
53
Atria Investments
North Carolina
$41.6M +$9.53M +164,990 +30%
ERIM
54
Eagle Ridge Investment Management
Connecticut
$41.5M +$164K +2,847 +0.4%
PFO
55
Pathstone Family Office
New Jersey
$39.8M +$39.1M +676,388 +5,651%
Osaic Holdings
56
Osaic Holdings
Arizona
$39.6M +$8.83M +152,882 +29%
Cerity Partners
57
Cerity Partners
New York
$39M +$38.4M +664,862 +7,303%
PFA
58
Pure Financial Advisors
California
$37.1M +$3.98M +68,833 +12%
HIG
59
Herr Investment Group
Texas
$36M +$35.9M +622,099 New
CWM
60
Chemistry Wealth Management
New York
$34.8M -$5.34M -92,516 -13%
MML Investors Services
61
MML Investors Services
Massachusetts
$34.7M +$5.6M +96,981 +19%
WDG
62
Wealth Dimensions Group
Ohio
$33.4M +$606K +10,493 +2%
I2I
63
Insight 2811 Inc
Illinois
$32.5M -$7.61M -131,715 -19%
EK
64
Evensky & Katz
Florida
$32.3M +$32.3M +558,603 New
RVPG
65
Relative Value Partners Group
$31.8M +$1.29M +22,286 +4%
AA
66
Apriem Advisors
California
$30M +$829K +14,343 +3%
1IA
67
1834 Investment Advisors
Wisconsin
$29.7M +$8.54M +147,824 +40%
CA
68
Cetera Advisors
Colorado
$28.5M +$23.4M +404,638 +458%
PCA
69
Pallas Capital Advisors
Massachusetts
$28.3M +$1.86M +32,212 +7%
TCPWM
70
Traverso Chambers Private Wealth Management
California
$28.3M +$100K +1,739 +0.4%
CST
71
Charles Schwab Trust
Nevada
$27.8M -$1.47M -25,491 -5%
BCI
72
Brinker Capital Investments
Pennsylvania
$27.5M -$277K -4,791 -1%
BFG
73
Bleakley Financial Group
New Jersey
$27.2M +$27.1M +469,577 New
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$26.7M +$1.79M +31,058 +7%
WAS
75
Winch Advisory Services
Wisconsin
$26.2M -$3.44M -59,584 -12%

VGSH Hedge Fund Activity: Q4 2022 in Review

732 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2022, worth a combined $12.3B — up 28% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new VGSH positions and 74 closed out — a net gain of 90 holders — while 264 added to existing stakes and 220 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $320M. The largest seller was JP Morgan Chase, cutting an estimated $575M.

  • 732 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2022, up from 657 in Q3 2022.
  • Funds reported $12.3B of Vanguard Short-Term Treasury ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 164 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2022 and 74 closed out, a net change of +90 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2022 was Morgan Stanley, an estimated $320M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2022 was JP Morgan Chase, an estimated $575M sold.

Based on aggregated 13F filings for Q4 2022.