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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

728 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, 218 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+76
Holders Change %
+11.66%
% of All Funds
11.75%
Holding in Top 10
114
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.62%
% of All Funds
1.84%
New
164
Increased
264
Reduced
218
Closed
74
Calls
$4.96M
Puts
$556K
Net Calls
+$4.4M
Net Calls Change
-$12.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.04B
2
Brown Advisory
Brown Advisory
Maryland
$241M
3
Wells Fargo
Wells Fargo
California
$379M
4
HWM
HB Wealth Management
Georgia
$150M
5
Charles Schwab
Charles Schwab
California
$116M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.21B
2
AssetMark Inc
AssetMark Inc
California
$11.8M
3
TOTSC
Trustees of the Smith College
Massachusetts
$0
4
Bank of America
Bank of America
North Carolina
$420M
5
UBS Group
UBS Group
Switzerland
$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWIG
126
Strategic Wealth Investment Group
Kentucky
$14.2M +$1.94M +33,234 +16%
AAMA
127
Advanced Asset Management Advisors
Ohio
$13.8M -$240K -4,159 -2%
DIM
128
Delta Investment Management
California
$13.6M +$3.44M +59,430 +34%
EWM
129
EPG Wealth Management
Georgia
$13.4M +$417K +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 -$4.86M -84,024 -29%
SFS
133
Strategic Financial Services
New York
$11.8M -$569K -9,837 -5%
AssetMark Inc
134
AssetMark Inc
California
$11.8M -$163M -2,821,873 -93%
EPP
135
ETF Portfolio Partners
Kansas
$11.8M -$379K -6,551 -3%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$11.7M +$3.37M +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 -$2.72M -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 +$5.47M +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 +$537K +9,280 +5%
MWAM
147
Manhattan West Asset Management
California
$10.6M +$557K +9,629 +6%
WFM
148
Wolff Financial Management
Michigan
$10.3M +$10.3M +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%
4 5
6
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