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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
VT
176
Vise Technologies
New York
$7.71M -$455K -7,880 -6%
RW
177
REDW Wealth
New Mexico
$7.68M +$3.17M +54,877 +70%
MAM
178
McLean Asset Management
Virginia
$7.68M -$1.08M -18,687 -12%
EFG
179
Everhart Financial Group
Ohio
$7.67M -$5.06M -87,566 -40%
SMA
180
Sage Mountain Advisors
Georgia
$7.56M -$501K -8,665 -6%
LHWM
181
Lake Hills Wealth Management
Texas
$7.54M +$7.54M +130,475 New
RFC
182
Regions Financial Corp
Alabama
$7.53M -$2.06M -35,647 -21%
TI
183
Tidal Investments
Wisconsin
$7.48M +$7.48M +129,413 New
SFM
184
Signet Financial Management
New Jersey
$7.45M +$7.44M +128,790 New
DF
185
Donoghue Forlines
Massachusetts
$7.43M -$21M -362,945 -74%
SFS
186
Starfox Financial Services
Texas
$7.28M +$30.6K +529 +0.4%
PAG
187
Private Advisor Group
New Jersey
$7.26M +$1.85M +31,988 +29%
TIM
188
Tortoise Investment Management
New York
$7.22M -$1.47M -25,387 -17%
BSW
189
Buckingham Strategic Wealth
Missouri
$7.22M +$708K +12,260 +11%
FWP
190
Falcon Wealth Planning
California
$7.2M +$1.75M +30,346 +32%
WFA
191
Wells Financial Advisors
Massachusetts
$7.2M +$7.05M +121,984 +4,969%
HKIM
192
Hayek Kallen Investment Management
Alabama
$7.19M -$1.07M -18,457 -13%
PAM
193
Peak Asset Management
Colorado
$7.02M +$797K +13,802 +13%
DI
194
Disciplined Investments
Oklahoma
$7.01M -$524K -9,063 -7%
HW
195
Hancock Whitney
Mississippi
$7M -$246K -4,260 -3%
MA
196
Mosaic Advisors
Texas
$6.92M -$1.56M -27,009 -18%
VIA
197
Vident Investment Advisory
Georgia
$6.88M +$6.87M +118,959 New
JCM
198
Jacobsen Capital Management
Utah
$6.86M -$912K -15,784 -12%
HPC
199
HM Payson & Co
Maine
$6.84M -$595K -10,300 -8%
CPIG
200
Chicago Partners Investment Group
Illinois
$6.79M +$8.2K +142 +0.1%

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.