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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
SWIG
126
Strategic Wealth Investment Group
Kentucky
$14.2M +$1.92M +33,234 +16%
AAMA
127
Advanced Asset Management Advisors
Ohio
$13.8M -$240K -4,159 -2%
DIM
128
Delta Investment Management
California
$13.6M +$3.43M +59,430 +34%
EWM
129
EPG Wealth Management
Georgia
$13.4M +$416K +7,207 +3%
DRS
130
Deane Retirement Strategies
Louisiana
$12.4M +$12.4M +213,972 New
SCM
131
Shah Capital Management
North Carolina
$12.1M +$578K +10,000 +5%
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$11.9M -$4.85M -84,024 -29%
SFS
133
Strategic Financial Services
New York
$11.8M -$568K -9,837 -5%
AssetMark Inc
134
AssetMark Inc
California
$11.8M -$163M -2,821,873 -93%
EPP
135
ETF Portfolio Partners
Kansas
$11.8M -$378K -6,551 -3%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$11.7M +$3.36M +58,207 +41%
PWC
137
PYA Waltman Capital
Tennessee
$11.6M +$4.21M +72,811 +57%
WIC
138
Woodmont Investment Counsel
Tennessee
$11.4M -$1.31M -22,677 -10%
HI
139
Human Investing
Oregon
$11.4M -$2.71M -46,975 -19%
LFS
140
Lutz Financial Services
Nebraska
$11.3M -$3.83M -66,272 -25%
EA
141
Echo45 Advisors
California
$11.2M +$289K +4,998 +3%
UA
142
Unison Advisors
District of Columbia
$11M +$5.46M +94,579 +98%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$11M +$5.1M +88,262 +87%
CM
144
Columbus Macro
Pennsylvania
$10.9M +$2.47M +42,784 +29%
NCG
145
Newport Capital Group
New Jersey
$10.7M -$10.8M -186,639 -50%
MFG
146
Monumental Financial Group
Maryland
$10.6M +$536K +9,280 +5%
MWAM
147
Manhattan West Asset Management
California
$10.6M +$556K +9,629 +6%
WFM
148
Wolff Financial Management
Michigan
$10.3M +$10.2M +177,387 New
SWA
149
Safir Wealth Advisors
New Hampshire
$10.2M -$972K -16,819 -9%
CAC
150
Certified Advisory Corp
Florida
$10.1M +$591K +10,227 +6%

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.