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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
JP Morgan Chase
1
JP Morgan Chase
New York
$3.3B +$609M +9,950,996 +22%
WL
2
WIT LLC
District of Columbia
$1.15B -$205M -3,352,562 -15%
Bank of America
3
Bank of America
North Carolina
$447M +$31M +507,492 +7%
State Street
4
State Street
Massachusetts
$426M -$30.6M -500,000 -7%
Morgan Stanley
5
Morgan Stanley
New York
$421M -$88.2M -1,441,665 -17%
VA
6
Valmark Advisers
Ohio
$150M +$3.66M +59,904 +2%
UBS Group
7
UBS Group
Switzerland
$136M -$7.45M -121,907 -5%
Ameriprise
8
Ameriprise
Minnesota
$122M +$62.9M +1,029,224 +105%
MERSOM
9
Municipal Employees' Retirement System of Michigan
Michigan
$109M
NA
10
NextCapital Advisers
Illinois
$101M +$5.41M +88,474 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$98.5M +$5.99M +97,981 +6%
Wells Fargo
12
Wells Fargo
California
$94.8M -$14.9M -243,812 -14%
LPL Financial
13
LPL Financial
California
$86.7M -$45.3K -741 -0.1%
CWA
14
Cornerstone Wealth Advisors
Minnesota
$76.5M +$2.68M +43,865 +4%
Goldman Sachs
15
Goldman Sachs
New York
$69.8M -$1.22M -19,961 -2%
Mariner
16
Mariner
Kansas
$68.6M +$4.07M +66,573 +6%
AA
17
Alta Advisers
United Kingdom
$63.5M -$98.9K -1,618 -0.2%
AWM
18
AE Wealth Management
Kansas
$62.1M +$155K +2,537 +0.2%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$61.9M -$1.59M -25,920 -3%
HighTower Advisors
20
HighTower Advisors
Illinois
$58.8M +$39.6M +648,024 +204%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$52.7M -$6.19M -101,220 -10%
ST
22
Smithfield Trust
Pennsylvania
$50.4M +$39.5M +645,154 +352%
EWM
23
Empirical Wealth Management
Washington
$45.6M +$2M +32,714 +5%
I2I
24
Insight 2811 Inc
Illinois
$44.8M +$44.4M +725,613 +7,117%
NQWM
25
Northwest Quadrant Wealth Management
Oregon
$44.4M +$3.04M +49,781 +7%

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.