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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
WH
151
Whitcomb & Hess
Ohio
$10.1M +$453K +7,833 +5%
CISOA
152
Capital Investment Services of America
Wisconsin
$10M -$2.68M -46,426 -21%
HFS
153
Horizon Financial Services
North Carolina
$9.86M +$5.88M +101,780 +148%
BSA
154
Bull Street Advisors
Georgia
$9.67M +$1.18M +20,382 +14%
KWA
155
KCS Wealth Advisory
California
$9.49M +$3.57M +61,713 +60%
AWM
156
Arista Wealth Management
Nevada
$9.49M +$9.49M +164,300 New
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$9.17M -$1.54M -26,652 -14%
CIA
158
Choate Investment Advisors
Massachusetts
$9.1M -$26.9K -465 -0.3%
SWA
159
Stratos Wealth Advisors
Ohio
$8.93M -$564K -9,768 -6%
EFG
160
Ethos Financial Group
Pennsylvania
$8.9M +$8.9M +154,080 New
PIMG
161
Patriot Investment Management Group
Tennessee
$8.9M +$269K +4,656 +3%
Lazard Asset Management
162
Lazard Asset Management
New York
$8.86M
WA
163
Waverly Advisors
Alabama
$8.55M -$533K -9,221 -6%
PP
164
Prudential plc
United Kingdom
$8.53M
HCM
165
Highview Capital Management
Illinois
$8.36M +$8.35M +144,510 New
HCC
166
Hirtle Callaghan & Co
Pennsylvania
$8.35M -$4.1K -71 -0%
G
167
GenTrust
Florida
$8.2M -$725K -12,542 -8%
CWA
168
CJM Wealth Advisers
Virginia
$8.18M +$8.17M +141,449 New
UCFA
169
United Capital Financial Advisors
Texas
$8.14M -$1.62M -27,981 -17%
HKAM
170
Horizon Kinetics Asset Management
New York
$8.11M +$440K +7,611 +6%
EWM
171
Evergreen Wealth Management
Michigan
$8.03M +$8.03M +138,934 New
DWP
172
Destiny Wealth Partners
Florida
$8M +$239K +4,132 +3%
TM
173
Titan Managers
Arizona
$7.99M -$379K -6,560 -5%
TFA
174
Transamerica Financial Advisors
Florida
$7.94M -$268K -4,643 -3%
CASB
175
Cape Ann Savings Bank
Massachusetts
$7.87M +$5.75M +99,526 +273%

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.