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Vanguard Short-Term Treasury ETF

578 hedge funds and large institutions have $8.22B invested in Vanguard Short-Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 207 increasing their positions, 184 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 66

20% more funds holding in top 10

Funds holding in top 10: 5971 (+12)

13% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 184

4% more funds holding

Funds holding: 556578 (+22)

3% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $1.72M

8.12% less ownership

Funds ownership: 68.02%59.9% (-8.1%)

13% less capital invested

Capital invested by funds: $9.4B → $8.22B (-$1.18B)

Holders
578
Holders Change
+22
Holders Change %
+3.96%
% of All Funds
9.12%
Holding in Top 10
71
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20.34%
% of All Funds
1.12%
New
98
Increased
207
Reduced
184
Closed
66
Calls
$1.77M
Puts
$1.72M
Net Calls
+$58K
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Praetorian Wealth Management
California
$3.09M -$1.49M -24,832 -32%
IFWM
202
Institute for Wealth Management
Colorado
$3.04M -$44.6K -742 -1%
DT
203
Diversified Trust
Tennessee
$3M -$1.06M -17,639 -26%
CCM
204
Carlson Capital Management
Minnesota
$2.97M +$3.02M +50,183 New
MCA
205
Maryland Capital Advisors
Maryland
$2.96M -$4.15K -69 -0.1%
RFC
206
Regions Financial Corp
Alabama
$2.94M -$628K -10,458 -17%
PWM
207
Perigon Wealth Management
California
$2.94M +$118K +1,961 +4%
EWA
208
EP Wealth Advisors
California
$2.93M -$6.73K -112 -0.2%
HNB
209
Huntington National Bank
Ohio
$2.91M
Betterment LLC
210
Betterment LLC
New York
$2.84M +$315K +5,248 +12%
BWM
211
Birchcreek Wealth Management
Ohio
$2.77M +$419K +6,969 +17%
RWM
212
Ritholtz Wealth Management
New York
$2.74M -$860K -14,309 -24%
BEI
213
Benjamin Edwards Inc
Missouri
$2.7M +$2.72M +45,323 +26,048%
SSW
214
Smith Shellnut Wilson
Mississippi
$2.67M +$2.7M +45,000 New
CA
215
Cetera Advisors
Colorado
$2.66M -$1.99M -33,065 -42%
HA
216
HC Advisors
Georgia
$2.64M -$541K -9,000 -17%
VFA
217
Values First Advisors
Tennessee
$2.59M -$40K -666 -1%
WANY
218
Wealthspire Advisors (New York)
New York
$2.59M
BPA
219
Beacon Pointe Advisors
California
$2.59M +$2.62M +43,650 New
FW
220
FirstPurpose Wealth
Utah
$2.58M +$2.62M +43,618 New
GLLW
221
Graves Light Lenhart Wealth
Virginia
$2.56M +$1.5K +25 +0.1%
WS
222
Wedbush Securities
California
$2.55M +$2.19M +36,518 +562%
SIM
223
Studio Investment Management
Illinois
$2.54M +$474K +7,882 +23%
BFG
224
Berger Financial Group
Minnesota
$2.51M -$2.04M -33,995 -45%
CAAS
225
Capital Asset Advisory Services
Michigan
$2.5M +$2.54M +42,242 New

VGSH Hedge Fund Activity: Q1 2022 in Review

578 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2022, worth a combined $8.22B — down 13% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VGSH positions and 66 closed out — a net gain of 32 holders — while 207 added to existing stakes and 184 trimmed.

The largest buyer was UBS Group, adding an estimated $168M. The largest seller was JP Morgan Chase, cutting an estimated $1.15B.

  • 578 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2022, up from 556 in Q4 2021.
  • Funds reported $8.22B of Vanguard Short-Term Treasury ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 98 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2022 and 66 closed out, a net change of +32 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2022 was UBS Group, an estimated $168M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2022 was JP Morgan Chase, an estimated $1.15B sold.

Based on aggregated 13F filings for Q1 2022.