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Vanguard Short-Term Treasury ETF

578 hedge funds and large institutions have $8.22B invested in Vanguard Short-Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 207 increasing their positions, 184 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 66

20% more funds holding in top 10

Funds holding in top 10: 5971 (+12)

13% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 184

4% more funds holding

Funds holding: 556578 (+22)

3% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $1.72M

8.12% less ownership

Funds ownership: 68.02%59.9% (-8.1%)

13% less capital invested

Capital invested by funds: $9.4B → $8.22B (-$1.18B)

Holders
578
Holders Change
+22
Holders Change %
+3.96%
% of All Funds
9.12%
Holding in Top 10
71
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20.34%
% of All Funds
1.12%
New
98
Increased
207
Reduced
184
Closed
66
Calls
$1.77M
Puts
$1.72M
Net Calls
+$58K
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
126
NewEdge Wealth
Pennsylvania
$7.41M -$4.02M -66,975 -35%
OFS
127
OneAscent Financial Services
Alabama
$7.2M +$7.3M +121,574 New
TDWM
128
Topel & Distasi Wealth Management
California
$7.07M +$172K +2,865 +2%
CPIG
129
Chicago Partners Investment Group
Illinois
$6.94M -$131K -2,176 -2%
BCM
130
Brookstone Capital Management
Illinois
$6.84M +$6.4M +106,530 +1,154%
DI
131
Disciplined Investments
Oklahoma
$6.81M +$131K +2,184 +2%
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$6.79M -$146K -2,428 -2%
HL
133
HeadInvest LLC
Maine
$6.77M -$1.81M -30,159 -21%
APW
134
Atlantic Private Wealth
North Carolina
$6.72M +$1.36M +22,685 +25%
TA
135
Tiedemann Advisors
New York
$6.7M
SC
136
Scotia Capital
Ontario, Canada
$6.57M -$291K -4,843 -4%
HPC
137
HM Payson & Co
Maine
$6.51M +$31.8K +530 +0.5%
WLIM
138
White Lighthouse Investment Management
Massachusetts
$6.17M -$1.47M -24,516 -19%
FWP
139
Falcon Wealth Planning
California
$6.14M +$580K +9,649 +10%
NEWAS
140
N.E.W. Advisory Services
Wisconsin
$5.94M +$4.82M +80,202 +494%
AIA
141
Angeles Investment Advisors
California
$5.87M
FOA
142
Five Oceans Advisors
California
$5.84M +$114K +1,899 +2%
Lazard Asset Management
143
Lazard Asset Management
New York
$5.78M
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$5.74M -$3.25M -54,155 -36%
BF
145
BOK Financial
Oklahoma
$5.69M -$32.5K -541 -0.6%
BFO
146
Boston Family Office
Massachusetts
$5.67M -$943K -15,693 -14%
SSIM
147
Sheets Smith Investment Management
Texas
$5.44M +$4.36M +72,508 +376%
BFEC
148
Benjamin F. Edwards & Company
Missouri
$5.37M +$58.3K +971 +1%
MCM
149
McDonough Capital Management
Florida
$5.36M -$1.48M -24,552 -21%
UA
150
Unison Advisors
District of Columbia
$5.36M +$1.21M +20,103 +29%

VGSH Hedge Fund Activity: Q1 2022 in Review

578 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2022, worth a combined $8.22B — down 13% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VGSH positions and 66 closed out — a net gain of 32 holders — while 207 added to existing stakes and 184 trimmed.

The largest buyer was UBS Group, adding an estimated $168M. The largest seller was JP Morgan Chase, cutting an estimated $1.15B.

  • 578 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2022, up from 556 in Q4 2021.
  • Funds reported $8.22B of Vanguard Short-Term Treasury ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 98 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2022 and 66 closed out, a net change of +32 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2022 was UBS Group, an estimated $168M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2022 was JP Morgan Chase, an estimated $1.15B sold.

Based on aggregated 13F filings for Q1 2022.