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Vanguard Short-Term Treasury ETF

556 hedge funds and large institutions have $9.4B invested in Vanguard Short-Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 179 increasing their positions, 183 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

554% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $424K

89% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 56

34% more funds holding in top 10

Funds holding in top 10: 4459 (+15)

8% more capital invested

Capital invested by funds: $8.74B → $9.4B (+$662M)

8% more funds holding

Funds holding: 517556 (+39)

3.87% more ownership

Funds ownership: 64.15%68.02% (+3.9%)

2% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 183

Holders
556
Holders Change
+39
Holders Change %
+7.54%
% of All Funds
8.56%
Holding in Top 10
59
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.09%
% of All Funds
0.91%
New
106
Increased
179
Reduced
183
Closed
56
Calls
$2.77M
Puts
$424K
Net Calls
+$2.35M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
76
Peak Asset Management
Colorado
$11.9M -$108K -1,772 -0.9%
NW
77
NewEdge Wealth
Pennsylvania
$11.7M +$666K +10,887 +6%
ONB
78
Old National Bancorp
Indiana
$11.5M +$930K +15,210 +9%
MIAN
79
Mariner Independent Advisor Network
Kansas
$11.1M -$200K -3,274 -2%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$10.2M -$8.84M -144,593 -46%
TM
81
Titan Managers
Arizona
$10.1M -$4.48M -73,211 -31%
ACS
82
Archford Capital Strategies
Illinois
$9.82M -$576K -9,412 -6%
Citadel Advisors
83
Citadel Advisors
Florida
$9.79M +$9.84M +160,978 New
Baird Financial Group
84
Baird Financial Group
Wisconsin
$9.53M -$6.7M -109,498 -41%
BSA
85
Bull Street Advisors
Georgia
$9.21M +$521K +8,515 +6%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$9.18M -$494K -8,077 -5%
PIMG
87
Patriot Investment Management Group
Tennessee
$8.99M +$380K +6,215 +4%
CAG
88
Compass Advisory Group
New York
$8.94M -$643K -10,513 -7%
PP
89
Prudential plc
United Kingdom
$8.92M
SMA
90
Sage Mountain Advisors
Georgia
$8.91M
DI
91
DAGCO Inc
Ohio
$8.89M +$96.5K +1,578 +1%
Lido Advisors
92
Lido Advisors
California
$8.89M -$222K -3,628 -2%
RJA
93
Raymond James & Associates
Florida
$8.85M -$2.55M -41,732 -22%
HKIM
94
Hayek Kallen Investment Management
Alabama
$8.83M +$8.88M +145,174 New
HL
95
HeadInvest LLC
Maine
$8.78M -$508K -8,300 -5%
SWM
96
Sanctuary Wealth Management
Idaho
$8.7M -$8.45M -138,127 -49%
HKAM
97
Horizon Kinetics Asset Management
New York
$8.68M -$853K -13,947 -9%
HW
98
Hancock Whitney
Mississippi
$8.67M -$205K -3,359 -2%
SPAS
99
Spectrum Planning & Advisory Services
California
$8.24M +$715K +11,694 +9%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$8.21M +$444K +7,253 +6%

VGSH Hedge Fund Activity: Q4 2021 in Review

556 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2021, worth a combined $9.4B — up 7.6% from $8.74B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VGSH positions and 56 closed out — a net gain of 50 holders — while 179 added to existing stakes and 183 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $609M. The largest seller was WIT LLC, cutting an estimated $205M.

  • 556 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2021, up from 517 in Q3 2021.
  • Funds reported $9.4B of Vanguard Short-Term Treasury ETF stock for Q4 2021, up 7.6% quarter-over-quarter.
  • 106 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2021 and 56 closed out, a net change of +50 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $609M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2021 was WIT LLC, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2021.