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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

652 hedge funds and large institutions have $9.61B invested in Vanguard Short-Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 249 increasing their positions, 228 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+11
Holders Change %
+1.72%
% of All Funds
11.27%
Holding in Top 10
104
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.12%
% of All Funds
1.8%
New
88
Increased
249
Reduced
228
Closed
68
Calls
$20.3M
Puts
$3.44M
Net Calls
+$16.8M
Net Calls Change
+$15.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$715M
2
OWM
Orgel Wealth Management
Wisconsin
$247M
3
Goldman Sachs
Goldman Sachs
New York
$224M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$103M
5
Wells Fargo
Wells Fargo
California
$229M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
Creative Planning
Creative Planning
Kansas
$41.8M
3
SFSG
Sound Financial Strategies Group
Mississippi
$40K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$101M
5
NLP
Next Level Private
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$5.87M +$264K +4,574 +5%
BF
177
BOK Financial
Oklahoma
$5.83M +$319K +5,521 +6%
WT
178
Whittier Trust
California
$5.65M +$2.67M +46,168 +89%
UA
179
Unison Advisors
District of Columbia
$5.57M -$118K -2,046 -2%
HI
180
Harbour Investments
Wisconsin
$5.54M – – –
Lido Advisors
181
Lido Advisors
California
$5.51M -$307K -5,316 -5%
PWM
182
Praetorian Wealth Management
California
$5.51M +$2.37M +40,998 +75%
FWP
183
Falcon Wealth Planning
California
$5.44M +$816K +14,123 +18%
USAA
184
United Services Automobile Association
Texas
$5.39M +$5.39M +93,214 New
SC
185
Scotia Capital
Ontario, Canada
$5.36M +$7.17K +124 +0.1%
MA
186
Mutual Advisors
Nebraska
$5.3M +$5.3M +91,789 New
BEI
187
Benjamin Edwards Inc
Missouri
$5.28M +$1.51M +26,147 +40%
Lazard Asset Management
188
Lazard Asset Management
New York
$5.28M -$5.5M – –
CA
189
Cetera Advisors
Colorado
$5.11M +$983K +17,018 +24%
BFEC
190
Benjamin F. Edwards & Company
Missouri
$5.08M +$71K +1,229 +1%
MCM
191
McDonough Capital Management
Florida
$4.97M +$1.04M +18,061 +27%
SGCA
192
Steel Grove Capital Advisors
Tennessee
$4.88M +$74.8K +1,294 +2%
Invesco
193
Invesco
Georgia
$4.83M +$2.82M +48,833 +141%
BCP
194
Blackhawk Capital Partners
Wisconsin
$4.83M +$156K +2,702 +3%
TB
195
Treynor Bancshares
Iowa
$4.77M +$199K +3,448 +4%
ACA
196
Aptus Capital Advisors
Alabama
$4.74M -$258K -4,473 -5%
VFA
197
Values First Advisors
Tennessee
$4.72M +$126K +2,178 +3%
LWM
198
Laidlaw Wealth Management
New York
$4.71M +$975K +16,865 +26%
APW
199
Atlantic Private Wealth
North Carolina
$4.63M -$1.83M -31,675 -28%
MPIA
200
Mountain Pacific Investment Advisers
Idaho
$4.62M +$220K +3,803 +5%
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