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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
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$8.18M +$575K +9,403 +8%
WLIM
102
White Lighthouse Investment Management
Massachusetts
$7.82M +$74.2K +1,213 +1%
AF
103
Advisornet Financial
Minnesota
$7.73M -$2.69M -43,920 -26%
CPIG
104
Chicago Partners Investment Group
Illinois
$7.18M -$244K -3,983 -3%
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$7.17M +$7.2M +117,667 New
TDWM
106
Topel & Distasi Wealth Management
California
$7.08M +$7.12M +116,421 New
SC
107
Scotia Capital
Ontario, Canada
$7.04M +$362K +5,920 +5%
MCM
108
McDonough Capital Management
Florida
$7M +$7.04M +115,073 New
AssetMark Inc
109
AssetMark Inc
California
$6.95M +$6.98M +114,167 +144,515%
TA
110
Tiedemann Advisors
New York
$6.88M -$400K -6,537 -5%
DI
111
Disciplined Investments
Oklahoma
$6.86M +$544K +8,904 +9%
BFO
112
Boston Family Office
Massachusetts
$6.77M -$3.09M -50,468 -31%
PFA
113
Paradigm Financial Advisors
Missouri
$6.67M +$13.8K +225 +0.2%
HPC
114
HM Payson & Co
Maine
$6.65M +$67.3K +1,100 +1%
CAGAS
115
Capital Advisory Group Advisory Services
Minnesota
$6.28M +$4.68M +76,532 +10,259%
KPWS
116
Kestra Private Wealth Services
Texas
$6.1M -$410K -6,703 -6%
Renaissance Technologies
117
Renaissance Technologies
New York
$6.06M +$6.09M +99,615 New
AIA
118
Angeles Investment Advisors
California
$6.02M +$6.05M +99,000 New
RCI
119
RS Crum Inc
California
$5.99M +$6.02M +98,394 New
Lazard Asset Management
120
Lazard Asset Management
New York
$5.88M
FOA
121
Five Oceans Advisors
California
$5.88M +$3.89M +63,654 +193%
BF
122
BOK Financial
Oklahoma
$5.87M -$118K -1,935 -2%
Bessemer Group
123
Bessemer Group
New Jersey
$5.72M +$5.42M +88,689 +1,652%
FWP
124
Falcon Wealth Planning
California
$5.71M -$127K -2,074 -2%
TB
125
Treynor Bancshares
Iowa
$5.68M +$5.71M +93,345 New

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.