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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
CCA
201
Cravens & Co Advisors
Tennessee
$6.78M +$6.78M +117,322 New
DP
202
DDD Partners
Washington
$6.72M -$299K -5,168 -4%
AWS
203
Atria Wealth Solutions
New York
$6.71M -$2.52M -43,662 -27%
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$6.67M +$105K +1,810 +2%
BEI
205
Benjamin Edwards Inc
Missouri
$6.66M +$1.38M +23,823 +26%
RC
206
Roundview Capital
New Jersey
$6.66M +$2.65M +45,800 +66%
TNBTD
207
Trustmark National Bank Trust Department
Mississippi
$6.62M +$6.62M +114,567 New
AW
208
Alaethes Wealth
Nevada
$6.57M +$95K +1,644 +1%
IWC
209
Integrated Wealth Concepts
Massachusetts
$6.45M +$2.14M +37,121 +50%
PWM
210
Perigon Wealth Management
California
$6.44M +$4.18M +72,289 +185%
SHWM
211
Smith & Howard Wealth Management
Georgia
$6.37M +$3.8M +65,793 +148%
BF
212
BOK Financial
Oklahoma
$6.22M +$391K +6,765 +7%
KAS
213
Kestra Advisory Services
Texas
$6.15M +$4.15M +71,753 +207%
TI
214
Truepoint Inc
Ohio
$6.03M +$6.02M +104,244 New
HI
215
Harbour Investments
Wisconsin
$5.98M +$537K +9,300 +10%
CCM
216
Carlson Capital Management
Minnesota
$5.69M +$2.94M +50,957 +108%
VP
217
Verum Partners
North Carolina
$5.61M +$5.6M +96,968 New
NAS
218
Nicolet Advisory Services
Wisconsin
$5.58M +$5.55M +96,004 New
SIM
219
Studio Investment Management
Illinois
$5.57M +$3.19M +55,202 +134%
MCM
220
McDonough Capital Management
Florida
$5.56M +$586K +10,143 +12%
VCM
221
Vivaldi Capital Management
Illinois
$5.52M +$5.48M +94,911 New
SGCA
222
Steel Grove Capital Advisors
Tennessee
$5.4M +$520K +8,993 +11%
FA
223
FDx Advisors
Illinois
$5.4M +$5M +86,482 +1,255%
AFP
224
Ausdal Financial Partners
Iowa
$5.34M -$4.29M -74,189 -45%
TB
225
Treynor Bancshares
Iowa
$5.31M +$544K +9,411 +11%

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.