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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
WIC
151
Woodmont Investment Counsel
Tennessee
$4.56M -$1.55M -25,404 -25%
KA
152
Kovack Advisors
Florida
$4.41M -$210K -3,441 -5%
UA
153
Unison Advisors
District of Columbia
$4.28M +$779K +12,747 +22%
DT
154
Diversified Trust
Tennessee
$4.16M -$734 -12 -0%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$4.11M +$1.6M +26,178 +63%
EWM
156
Elmwood Wealth Management
California
$4.11M +$4.13M +67,545 New
VRM
157
Vectors Research Management
New York
$4.11M +$1.39M +22,775 +51%
HC
158
HNP Capital
New York
$4.1M +$1.39M +22,775 +51%
Deutsche Bank
159
Deutsche Bank
Germany
$4.06M
SWA
160
Stratos Wealth Advisors
Ohio
$4.03M +$1.6M +26,204 +65%
FCCM
161
First City Capital Management
Georgia
$4.01M +$82.2K +1,345 +2%
ECM
162
Evergreen Capital Management
Washington
$3.98M -$42.8K -700 -1%
FA
163
Fortis Advisors
Pennsylvania
$3.94M -$17.6K -288 -0.4%
KWA
164
KCS Wealth Advisory
California
$3.75M +$590K +9,654 +19%
RC
165
Roundview Capital
New Jersey
$3.73M +$297K +4,859 +9%
VWA
166
Visionary Wealth Advisors
Illinois
$3.71M +$5.2K +85 +0.1%
UI
167
Unconventional Investor
New Hampshire
$3.7M +$3.72M +60,851 New
RWM
168
Ritholtz Wealth Management
New York
$3.68M -$232K -3,795 -6%
RFC
169
Regions Financial Corp
Alabama
$3.66M +$1.13M +18,522 +45%
HWAM
170
Hennion & Walsh Asset Management
New Jersey
$3.65M +$340K +5,558 +10%
Millennium Management
171
Millennium Management
New York
$3.63M +$417K +6,815 +13%
PFS
172
Prospera Financial Services
Texas
$3.51M +$308K +5,038 +10%
GWMIA
173
Global Wealth Management Investment Advisory
Florida
$3.46M -$273K -4,472 -7%
CWM
174
Cordatus Wealth Management
Pennsylvania
$3.38M +$246K +4,018 +8%
HA
175
HC Advisors
Georgia
$3.26M +$3.27M +53,550 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.