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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
OIA
201
OneDigital Investment Advisors
Kansas
$2.43M +$1.31M +21,479 +117%
BWM
202
Birchcreek Wealth Management
Ohio
$2.42M +$884K +14,451 +57%
AWM
203
Altavista Wealth Management
North Carolina
$2.42M +$165K +2,700 +7%
CIBC World Market
204
CIBC World Market
Ontario, Canada
$2.41M +$310K +5,067 +15%
HI
205
Human Investing
Oregon
$2.24M +$619K +10,127 +38%
CISOA
206
Capital Investment Services of America
Wisconsin
$2.19M +$306K +5,000 +16%
NA
207
NewEdge Advisors
Louisiana
$2.18M +$1.05M +17,210 +93%
SIM
208
Studio Investment Management
Illinois
$2.12M +$1.88M +30,800 +749%
EWA
209
EverSource Wealth Advisors
Alabama
$2.02M +$2.04M +33,300 New
CANC
210
Culbertson A N & Co
Virginia
$2.01M +$12.8K +210 +0.6%
WWA
211
WC Walker & Associates
California
$1.99M +$24.2K +395 +1%
ARC
212
Advisor Resource Council
Texas
$1.98M +$1.99M +32,479 New
TCWA
213
Ten Capital Wealth Advisors
Washington
$1.97M +$293K +4,784 +17%
NFG
214
Next Financial Group
Texas
$1.96M +$525K +8,580 +36%
TP
215
Truvvo Partners
New York
$1.94M -$453K -7,412 -19%
LIM
216
Leavell Investment Management
Alabama
$1.93M
RWA
217
Redhawk Wealth Advisors
Minnesota
$1.92M -$14M -228,738 -88%
PG
218
Proffitt & Goodson
Tennessee
$1.91M +$27K +442 +1%
RMDI
219
R.M. Davis Inc
Maine
$1.91M +$167K +2,737 +10%
RMAM
220
Raab & Moskowitz Asset Management
New Jersey
$1.89M -$575K -9,407 -23%
ODIJL
221
One Day In July LLC
Vermont
$1.85M +$1.86M +30,404 New
USGIU
222
U.S. Global Investors (USGI)
Texas
$1.82M +$1.02M +16,600 +124%
LFP
223
Leeward Financial Partners
Washington
$1.82M +$1.83M +29,868 New
Prudential Financial
224
Prudential Financial
New Jersey
$1.81M -$299K -4,897 -14%
PFG
225
Pinnacle Financial Group
Illinois
$1.8M +$1.81M +29,561 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.