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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
BPA
76
Beacon Pointe Advisors
California
$25.9M +$16.6M +287,153 +179%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$25.6M +$8.96M +155,147 +54%
OHIS
78
Oak Harvest Investment Services
Texas
$25.3M -$366K -6,340 -1%
ACA
79
Anchor Capital Advisors
Massachusetts
$24.8M -$376K -6,506 -1%
RJA
80
Raymond James & Associates
Florida
$24.7M +$1.59M +27,482 +7%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$24.7M +$22.2M +383,999 +898%
CC
82
Cypress Capital
Tennessee
$23.9M -$4M -69,266 -14%
VRM
83
Vectors Research Management
New York
$23.9M +$1.35M +23,416 +6%
DJSG
84
D.J. St. Germain
Massachusetts
$23.6M +$47.2M +816,488 New
WP
85
WMS Partners
Maryland
$23.5M +$8.95M +154,881 +62%
MIA
86
MainStreet Investment Advisors
Illinois
$23.3M +$23.3M +402,979 New
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$23.1M +$2.71M +46,845 +13%
HC
88
HNP Capital
New York
$22.8M +$778K +13,469 +4%
EC
89
Estate Counselors
Wisconsin
$22.7M -$6.68M -115,585 -23%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$22.1M +$13.8M +238,496 +165%
SWA
91
Strata Wealth Advisors
Texas
$22M +$21.9M +379,724 New
CI
92
Cordant Inc
Oregon
$22M +$3.99M +69,033 +22%
FOA
93
Five Oceans Advisors
California
$21.7M +$19.1K +330 +0.1%
GSAM
94
Grant Street Asset Management
Pennsylvania
$20.8M -$22.4K -388 -0.1%
OCG
95
Opus Capital Group
Ohio
$20.7M +$20.7M +358,332 New
Renaissance Technologies
96
Renaissance Technologies
New York
$19.6M +$19.6M +338,420 New
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$19.4M +$6.98M +120,832 +56%
Stifel Financial
98
Stifel Financial
Missouri
$19.2M +$210K +3,642 +1%
LFA
99
Level Financial Advisors
New York
$19.2M -$338K -5,850 -2%
MIM
100
Miller Investment Management
Pennsylvania
$18.9M -$937K -16,211 -5%

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.