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Vanguard Short-Term Treasury ETF
VGSH

657 hedge funds and large institutions have $9.62B invested in Vanguard Short-Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 250 increasing their positions, 229 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

490% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $3.44M

29% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 68

6% more capital invested

Capital invested by funds: $9.05B → $9.62B (+$563M)

6% more funds holding in top 10

Funds holding in top 10: 99 → 105 (+6)

2% more funds holding

Funds holding: 646 → 657 (+11)

9% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 229

0.2% less ownership

Funds ownership: 61.09% → 60.89% (-0.2%)

Holders
657
Holders Change
+11
Holders Change %
+1.7%
% of All Funds
11.32%
Holding in Top 10
105
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.06%
% of All Funds
1.81%
New
88
Increased
250
Reduced
229
Closed
68
Calls
$20.3M
Puts
$3.44M
Net Calls
+$16.8M
Net Calls Change
+$15.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$289M
2
OWM
Orgel Wealth Management
Wisconsin
+$250M
3
Goldman Sachs
Goldman Sachs
New York
+$123M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$95.1M
5
Wells Fargo
Wells Fargo
California
+$74.1M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$257M
2
Creative Planning
Creative Planning
Kansas
-$51.9M
3
SFSG
Sound Financial Strategies Group
Mississippi
-$43.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$40.8M
5
NLP
Next Level Private
New York
-$37.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.79B +$11.5M +196,574 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$715M +$289M +4,944,558 +67%
Bank of America
3
Bank of America
North Carolina
$496M +$40.8M +696,980 +9%
State Street
4
State Street
Massachusetts
$405M – – –
UBS Group
5
UBS Group
Switzerland
$320M +$15.8M +269,043 +5%
OWM
6
Orgel Wealth Management
Wisconsin
$247M +$250M +4,267,884 New
Wells Fargo
7
Wells Fargo
California
$229M +$74.1M +1,266,466 +47%
Goldman Sachs
8
Goldman Sachs
New York
$224M +$123M +2,102,078 +118%
AssetMark Inc
9
AssetMark Inc
California
$175M -$16.6M -283,868 -9%
Ameriprise
10
Ameriprise
Minnesota
$168M +$17.5M +299,528 +11%
M&T Bank
11
M&T Bank
New York
$155M -$7.81M -133,383 -5%
VA
12
Valmark Advisers
Ohio
$137M -$753K -12,865 -0.5%
BTI
13
Blue Trust Inc
Georgia
$124M +$49.5M +846,360 +67%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$107M +$19.4M +330,578 +22%
MERSOM
15
Municipal Employees' Retirement System of Michigan
Michigan
$103M – – –
Baird Financial Group
16
Baird Financial Group
Wisconsin
$103M +$95.1M +1,623,900 +1,052%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$101M -$40.8M -697,188 -28%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$98M +$10.8M +183,849 +12%
CAI
19
Capital Advisors Inc
Oklahoma
$95.2M -$16.5M -282,007 -15%
ST
20
Smithfield Trust
Pennsylvania
$95M +$7.97M +136,117 +9%
HCM
21
Hilton Capital Management
New York
$92.1M +$24.2M +413,616 +35%
TOTSC
22
Trustees of the Smith College
Massachusetts
$84.2M – – –
EPM
23
Elm Partners Management
Pennsylvania
$80.3M +$4.06M +69,425 +5%
LPL Financial
24
LPL Financial
California
$73.3M -$4.1M -69,999 -5%
AWM
25
AE Wealth Management
Kansas
$68.3M -$30.2M -516,311 -30%
1
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VGSH Hedge Fund Activity: Q3 2022 in Review

657 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2022, worth a combined $9.62B — up 6.2% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new VGSH positions and 68 closed out — a net gain of 20 holders — while 250 added to existing stakes and 229 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $289M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $257M sold.

  • 657 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2022, up from 646 in Q2 2022.
  • Funds reported $9.62B of Vanguard Short-Term Treasury ETF stock for Q3 2022, up 6.2% quarter-over-quarter.
  • 88 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2022 and 68 closed out, a net change of +20 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2022 was Morgan Stanley, an estimated $289M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2022 was Exchange Traded Concepts, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2022.