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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
MA
126
Marshfield Associates
District of Columbia
$5.62M -$1.52M -24,853 -21%
APW
127
Atlantic Private Wealth
North Carolina
$5.52M +$5.55M +90,748 New
HI
128
Harbour Investments
Wisconsin
$5.5M -$1.41M -23,015 -20%
LFA
129
Landmark Financial Advisors
Kentucky
$5.46M -$1.14M -18,591 -17%
BFEC
130
Benjamin F. Edwards & Company
Missouri
$5.45M +$162K +2,648 +3%
WG
131
Watchman Group
Texas
$5.33M +$5.36M +87,703 New
OPS
132
Orion Portfolio Solutions
Nebraska
$5.3M -$3.22M -52,658 -38%
MPIA
133
Mountain Pacific Investment Advisers
Idaho
$5.27M -$142K -2,320 -3%
AFP
134
Ausdal Financial Partners
Iowa
$5.24M +$223K +3,644 +4%
MNG
135
Manning & Napier Group
New York
$5.21M
CAC
136
Certified Advisory Corp
Florida
$5.19M +$1.39M +22,742 +36%
SGCA
137
Steel Grove Capital Advisors
Tennessee
$5.08M -$3.93M -64,328 -44%
SHWM
138
Smith & Howard Wealth Management
Georgia
$5.02M +$2.02M +33,114 +67%
KAS
139
Kestra Advisory Services
Texas
$5.01M -$3.06M -50,013 -38%
FAT
140
First American Trust
California
$5M +$1.44M +23,605 +40%
ASN
141
Advisory Services Network
Georgia
$4.91M -$1.55M -25,352 -24%
TC
142
Telemus Capital
Michigan
$4.88M +$2.63K +43 +0.1%
Stifel Financial
143
Stifel Financial
Missouri
$4.79M +$391K +6,398 +9%
CA
144
Cetera Advisors
Colorado
$4.74M -$4.07M -66,598 -46%
PWM
145
Praetorian Wealth Management
California
$4.68M -$380K -6,220 -7%
PAG
146
Private Advisory Group
Washington
$4.67M -$636K -10,400 -12%
SCP
147
Seizert Capital Partners
Michigan
$4.66M +$129K +2,111 +3%
FAIM
148
Financial Advocates Investment Management
Washington
$4.66M -$220K -3,604 -4%
BFG
149
Berger Financial Group
Minnesota
$4.64M -$1.15M -18,764 -20%
FFS
150
Founders Financial Securities
Maryland
$4.61M +$4.63M +75,741 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.