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Vanguard Short-Term Treasury ETF

904 hedge funds and large institutions have $15.2B invested in Vanguard Short-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 371 increasing their positions, 286 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $2.99M | Put options by funds: $856K

129% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 62

30% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 286

14% more funds holding in top 10

Funds holding in top 10: 100114 (+14)

13% more capital invested

Capital invested by funds: $13.4B → $15.2B (+$1.8B)

7% more funds holding

Funds holding: 842904 (+62)

3.2% more ownership

Funds ownership: 65.28%68.48% (+3.2%)

Holders
904
Holders Change
+62
Holders Change %
+7.36%
% of All Funds
11.91%
Holding in Top 10
114
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14%
% of All Funds
1.5%
New
142
Increased
371
Reduced
286
Closed
62
Calls
$2.99M
Puts
$856K
Net Calls
+$2.13M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
226
OneDigital Investment Advisors
Kansas
$7.11M -$74.4K -1,275 -1%
FIM
227
Freedom Investment Management
Connecticut
$7.09M +$159K +2,722 +2%
BFS
228
Beacon Financial Strategies
North Carolina
$7.07M +$224K +3,833 +3%
ACA
229
Aptus Capital Advisors
Alabama
$7.07M +$488K +8,356 +7%
Comerica Bank
230
Comerica Bank
Texas
$7.02M +$989K +16,944 +16%
BCI
231
Brinker Capital Investments
Pennsylvania
$7.02M -$545K -9,334 -7%
OPS
232
Orion Portfolio Solutions
Nebraska
$7.02M -$545K -9,334 -7%
EWA
233
EverSource Wealth Advisors
Alabama
$7M +$3.19M +54,635 +83%
KFG
234
Kingdom Financial Group
Arizona
$6.95M -$329K -5,641 -5%
HW
235
Hancock Whitney
Mississippi
$6.9M +$198K +3,397 +3%
AT
236
American Trust
Kentucky
$6.73M +$1.29M +22,136 +24%
BPC
237
Bearing Point Capital
Minnesota
$6.72M +$6.74M +115,499 New
MWM
238
Marion Wealth Management
Pennsylvania
$6.59M +$296K +5,080 +5%
CAC
239
Certified Advisory Corp
Florida
$6.56M +$333K +5,712 +5%
DP
240
DDD Partners
Washington
$6.55M +$672K +11,512 +11%
SAW
241
Signal Advisors Wealth
Michigan
$6.53M +$3.68M +63,049 +128%
RPGK
242
Retirement Planning Group (Kansas)
Kansas
$6.52M -$231K -3,964 -3%
DWM
243
Dynasty Wealth Management
Florida
$6.51M -$7.28M -124,778 -53%
RSWM
244
Robertson Stephens Wealth Management
California
$6.27M +$1.3M +22,276 +26%
HWMC
245
Heritage Wealth Management (California)
California
$6.27M +$277K +4,738 +5%
Bank of Nova Scotia
246
Bank of Nova Scotia
Ontario, Canada
$6.23M -$6.5M -111,296 -51%
PWM
247
Perigon Wealth Management
California
$6.02M -$603K -10,333 -9%
TIM
248
Tortoise Investment Management
New York
$5.96M -$4.18M -71,684 -41%
DI
249
Disciplined Investments
Oklahoma
$5.91M +$41.5K +711 +0.7%
EWM
250
Elmwood Wealth Management
California
$5.86M -$413K -7,085 -7%

VGSH Hedge Fund Activity: Q4 2024 in Review

904 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2024, worth a combined $15.2B — up 13% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new VGSH positions and 62 closed out — a net gain of 80 holders — while 371 added to existing stakes and 286 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.36B. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $196M.

  • 904 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2024, up from 842 in Q3 2024.
  • Funds reported $15.2B of Vanguard Short-Term Treasury ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 142 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2024 and 62 closed out, a net change of +80 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.36B added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2024 was Municipal Employees' Retirement System of Michigan, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2024.