VGSH icon

Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

652 hedge funds and large institutions have $9.61B invested in Vanguard Short-Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 249 increasing their positions, 228 reducing their positions, and 68 closing their positions.

Holders
652
Holders Change
+11
Holders Change %
+1.72%
% of All Funds
11.28%
Holding in Top 10
104
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.12%
% of All Funds
1.8%
New
88
Increased
249
Reduced
228
Closed
68
Calls
$20.3M
Puts
$3.44M
Net Calls
+$16.8M
Net Calls Change
+$15.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$715M
2
OWM
2
Orgel Wealth Management
Wisconsin
$247M
3
Goldman Sachs
3
Goldman Sachs
New York
$224M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$103M
5
Wells Fargo
5
Wells Fargo
California
$229M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
Creative Planning
2
Creative Planning
Kansas
$41.8M
3
SFSG
3
Sound Financial Strategies Group
Mississippi
$40K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$101M
5
NLP
5
Next Level Private
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.79B 30,963,916 +196,574 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$715M 12,368,789 +4,944,558 +67%
Bank of America
3
Bank of America
North Carolina
$496M 8,590,209 +696,980 +9%
State Street
4
State Street
Massachusetts
$405M 7,000,000 – –
UBS Group
5
UBS Group
Switzerland
$320M 5,536,439 +269,043 +5%
OWM
6
Orgel Wealth Management
Wisconsin
$247M 4,267,884 +4,267,884 New
Wells Fargo
7
Wells Fargo
California
$229M 3,963,123 +1,266,466 +47%
Goldman Sachs
8
Goldman Sachs
New York
$224M 3,877,268 +2,102,078 +118%
AssetMark Inc
9
AssetMark Inc
California
$175M 3,026,276 -283,868 -9%
Ameriprise
10
Ameriprise
Minnesota
$168M 2,961,256 +299,528 +11%
M&T Bank
11
M&T Bank
New York
$155M 2,677,977 -133,383 -5%
VA
12
Valmark Advisers
Ohio
$137M 2,376,311 -12,865 -0.5%
BTI
13
Blue Trust Inc
Georgia
$124M 2,111,711 +846,360 +67%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$107M 1,851,528 +330,578 +22%
MERSOM
15
Municipal Employees' Retirement System of Michigan
Michigan
$103M 1,790,364 – –
Baird Financial Group
16
Baird Financial Group
Wisconsin
$103M 1,778,297 +1,623,900 +1,052%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$101M 1,749,745 -697,188 -28%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$98M 1,696,375 +183,849 +12%
CAI
19
Capital Advisors Inc
Oklahoma
$95.2M 1,653,977 -282,007 -15%
ST
20
Smithfield Trust
Pennsylvania
$95M 1,643,244 +136,117 +9%
HCM
21
Hilton Capital Management
New York
$92.1M 1,592,999 +413,616 +35%
TOTSC
22
Trustees of the Smith College
Massachusetts
$84.2M 1,456,168 – –
EPM
23
Elm Partners Management
Pennsylvania
$80.3M 1,389,872 +69,425 +5%
LPL Financial
24
LPL Financial
California
$73.3M 1,268,853 -69,999 -5%
AWM
25
AE Wealth Management
Kansas
$68.3M 1,181,741 -516,311 -30%
1
2 3 4 5