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Vanguard Short-Term Treasury ETF

844 hedge funds and large institutions have $13.1B invested in Vanguard Short-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 347 increasing their positions, 307 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $6.14M

24% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 72

13% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 307

1% more funds holding

Funds holding: 839844 (+5)

0% more funds holding in top 10

Funds holding in top 10: 108108 (0)

0.51% less ownership

Funds ownership: 67.43%66.92% (-0.51%)

4% less capital invested

Capital invested by funds: $13.7B → $13.1B (-$582M)

Holders
844
Holders Change
+5
Holders Change %
+0.6%
% of All Funds
12.19%
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.56%
New
89
Increased
347
Reduced
307
Closed
72
Calls
$11.5M
Puts
$6.14M
Net Calls
+$5.33M
Net Calls Change
-$920K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Marion Wealth Management
Pennsylvania
$5.9M +$211K +3,643 +4%
SW
227
Signify Wealth
Missouri
$5.84M +$169K +2,916 +3%
CAC
228
Certified Advisory Corp
Florida
$5.75M -$37.6K -651 -0.7%
OIA
229
OneDigital Investment Advisors
Kansas
$5.72M +$2.35M +40,583 +70%
AFG
230
Altiora Financial Group
Ohio
$5.62M -$1.23M -21,350 -18%
PGFC
231
Peapack-Gladstone Financial Corp
New Jersey
$5.6M +$1.84M +31,903 +49%
Citigroup
232
Citigroup
New York
$5.44M -$1.64M -28,418 -23%
WA
233
Wealthstar Advisors
Texas
$5.44M +$5.42M +93,830 New
PPW
234
Pasadena Private Wealth
California
$5.39M +$812K +14,053 +18%
TNBTD
235
Trustmark National Bank Trust Department
Mississippi
$5.36M +$358K +6,195 +7%
QCG
236
Quadrant Capital Group
Ohio
$5.31M +$453K +7,844 +9%
BCWM
237
Bartlett & Co Wealth Management
Ohio
$5.26M -$25.1K -435 -0.5%
AA
238
Addison Advisors
Vermont
$5.21M +$934K +16,161 +22%
SPIO
239
Seven Post Investment Office
California
$5.19M +$346K +5,980 +7%
NW
240
NewEdge Wealth
Pennsylvania
$5.17M +$7.28K +126 +0.1%
SPIA
241
Strategic Point Investment Advisors
Rhode Island
$5.13M -$51.8K -897 -1%
NA
242
NewEdge Advisors
Louisiana
$5.03M +$3.82M +66,034 +319%
IDA
243
Intelligence Driven Advisers
California
$5.03M -$2.12M -36,629 -30%
KAS
244
Kestra Advisory Services
Texas
$5.02M +$1.78M +30,886 +55%
DP
245
DDD Partners
Washington
$4.98M +$40.6K +702 +0.8%
SFM
246
Signet Financial Management
New Jersey
$4.95M -$191K -3,301 -4%
DJSG
247
D.J. St. Germain
Massachusetts
$4.91M -$2.24M -38,678 -31%
OC
248
Oppenheimer & Co
New York
$4.75M +$203K +3,517 +4%
TF
249
Trek Financial
Arizona
$4.72M +$235K +4,073 +5%
Jane Street
250
Jane Street
New York
$4.72M -$7.39M -127,891 -61%

VGSH Hedge Fund Activity: Q2 2024 in Review

844 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q2 2024, worth a combined $13.1B — down 4.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VGSH positions and 72 closed out — a net gain of 17 holders — while 347 added to existing stakes and 307 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $117M. The largest seller was JP Morgan Chase, cutting an estimated $780M.

  • 844 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q2 2024, up from 839 in Q1 2024.
  • Funds reported $13.1B of Vanguard Short-Term Treasury ETF stock for Q2 2024, down 4.2% quarter-over-quarter.
  • 89 funds opened new Vanguard Short-Term Treasury ETF positions in Q2 2024 and 72 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q2 2024 was Partners Capital Investment Group, an estimated $117M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q2 2024 was JP Morgan Chase, an estimated $780M sold.

Based on aggregated 13F filings for Q2 2024.