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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
BEC
176
Blue Edge Capital
Virginia
$3.26M +$222K +3,629 +7%
TPCW
177
TD Private Client Wealth
New York
$3.25M -$168K -2,740 -5%
AIM
178
Anchor Investment Management
South Carolina
$3.25M -$96.5K -1,578 -3%
JWM
179
Jackson Wealth Management
Florida
$3.22M +$20.1K +329 +0.6%
FWM
180
Foresight Wealth Management
Utah
$3.21M -$1.84M -30,151 -36%
IFWM
181
Institute for Wealth Management
Colorado
$3.17M -$183K -2,989 -5%
MCA
182
Maryland Capital Advisors
Maryland
$3.04M +$3.06M +50,020 New
HNB
183
Huntington National Bank
Ohio
$3.03M -$2.54M -41,571 Closed
FWM
184
Frontier Wealth Management
Missouri
$3.02M -$116K -1,902 -4%
EWA
185
EP Wealth Advisors
California
$3.01M -$148K -2,418 -5%
Allspring Global Investments
186
Allspring Global Investments
North Carolina
$2.97M +$2.99M +48,853 New
PWM
187
Perigon Wealth Management
California
$2.9M -$808K -13,209 -22%
CPWM
188
Cypress Point Wealth Management
Texas
$2.89M -$96.4K -1,577 -3%
ASW
189
Astoria Strategic Wealth
Texas
$2.84M +$1.26M +20,540 +79%
BAM
190
Belpointe Asset Management
Nevada
$2.84M -$128K -2,091 -4%
VFA
191
Values First Advisors
Tennessee
$2.7M +$499K +8,155 +22%
WRTC
192
Wind River Trust Company
Wyoming
$2.66M -$137K -2,234 -5%
WANY
193
Wealthspire Advisors (New York)
New York
$2.66M
GLLW
194
Graves Light Lenhart Wealth
Virginia
$2.63M +$1.11M +18,162 +72%
Betterment LLC
195
Betterment LLC
New York
$2.6M -$302K -4,936 -10%
WA
196
WBH Advisory
Maryland
$2.54M +$1.02M +16,739 +67%
LSAG
197
Lake Street Advisors Group
New Hampshire
$2.53M +$2.54M +41,584 New
NEGWA
198
New England Guild Wealth Advisors
Connecticut
$2.52M -$348K -5,686 -12%
AWM
199
Axxcess Wealth Management
California
$2.49M +$2.51M +40,994 New
HWM
200
HB Wealth Management
Georgia
$2.49M +$2.5M +40,923 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.