We are live on ! Find out more
VGSH icon

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
VPIM
776
Vanguard Personalized Indexing Management
California
-$294K -5,092 Closed
FCH
777
Freestone Capital Holdings
Washington
-$289K -4,995 Closed
FFS
778
Founders Financial Securities
Maryland
-$283K -4,899 Closed
HIM
779
Hanlon Investment Management
New Jersey
-$267K -4,628 Closed
WFPG
780
Waller Financial Planning Group
Ohio
-$254K -4,396 Closed
IWA
781
Icon Wealth Advisors
Texas
-$244K -4,219 Closed
PAG
782
Private Advisory Group
Washington
-$237K -4,094 Closed
RIA
783
Regal Investment Advisors
Michigan
-$232K -4,006 Closed
DWT
784
Dorsey & Whitney Trust
South Dakota
-$219K -3,785 Closed
TCWM
785
Total Clarity Wealth Management
Illinois
-$209K -3,618 Closed
PD
786
Planning Directions
Pennsylvania
-$208K -3,604 Closed
IFA
787
Index Fund Advisors
California
-$207K -3,584 Closed
CWM
788
Cranbrook Wealth Management
Michigan
-$188K -3,251 Closed
BSSFA
789
Baron Silver Stevens Financial Advisors
Florida
-$2.75K -2,269 Closed
QCG
790
Quadrant Capital Group
Ohio
-$114K -1,978 Closed
PFA
791
Professional Financial Advisors
Nebraska
-$106K -1,833 Closed
Simplex Trading
792
Simplex Trading
Illinois
-$82.9K -1,435 Closed
FSWA
793
Financial Synergies Wealth Advisors
Texas
-$63K -1,090 Closed
EW
794
Evoke Wealth
California
-$61K -1,063 Closed
EIP
795
Ellis Investment Partners
Pennsylvania
-$57K -999 Closed
ADL
796
Asset Dedication LLC
California
-$52K -892 Closed
PMFA
797
Plante Moran Financial Advisors
Michigan
-$49K -850 Closed
BHWM
798
Beaird Harris Wealth Management
Texas
-$43K -749 Closed
SFSG
799
Sound Financial Strategies Group
Mississippi
-$40K -700 Closed
CA
800
Crewe Advisors
Utah
-$35K -600 Closed

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.