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Vanguard Short-Term Treasury ETF

943 hedge funds and large institutions have $14.9B invested in Vanguard Short-Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 410 increasing their positions, 317 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $7.35M | Put options by funds: $4.5M

36% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 70

29% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 317

1% more funds holding

Funds holding: 930943 (+13)

1% less funds holding in top 10

Funds holding in top 10: 117116 (-1)

3% less capital invested

Capital invested by funds: $15.3B → $14.9B (-$398M)

2.48% less ownership

Funds ownership: 68.55%66.07% (-2.5%)

Holders
943
Holders Change
+13
Holders Change %
+1.4%
% of All Funds
12.42%
Holding in Top 10
116
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.53%
New
95
Increased
410
Reduced
317
Closed
70
Calls
$7.35M
Puts
$4.5M
Net Calls
+$2.85M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
226
Municipal Employees' Retirement System of Michigan
Michigan
$8.36M
OWA
227
Octavia Wealth Advisors
Ohio
$8.34M +$8.31M +141,817 New
CASB
228
Cape Ann Savings Bank
Massachusetts
$8.3M +$35.8K +611 +0.4%
ZIM
229
Zacks Investment Management
Illinois
$8.23M -$932K -15,914 -10%
SW
230
Simplicity Wealth
New Jersey
$8.2M +$4.22M +72,045 +107%
UCFA
231
United Capital Financial Advisors
Texas
$8M -$815K -13,911 -9%
BSA
232
Bull Street Advisors
Georgia
$7.98M +$16.1K +275 +0.2%
DP
233
DDD Partners
Washington
$7.89M -$221K -3,765 -3%
4WM
234
49 Wealth Management
Texas
$7.78M +$4.51M +77,056 +139%
WIC
235
Woodmont Investment Counsel
Tennessee
$7.68M +$5.68K +97 +0.1%
BFS
236
Beacon Financial Strategies
North Carolina
$7.67M +$10.5K +180 +0.1%
CWM
237
Congress Wealth Management
Massachusetts
$7.62M +$6.55M +111,771 +628%
CWMG
238
Compass Wealth Management (Georgia)
Georgia
$7.55M +$7.53M +128,523 New
VFA
239
Values First Advisors
Tennessee
$7.5M -$240K -4,099 -3%
QCG
240
Quadrant Capital Group
Ohio
$7.46M -$1.69M -28,785 -18%
FIM
241
Freedom Investment Management
Connecticut
$7.46M -$71.5K -1,220 -1%
IAN
242
Integrated Advisors Network
Texas
$7.39M -$652K -11,126 -8%
BAM
243
Belpointe Asset Management
Nevada
$7.35M +$719K +12,283 +11%
BWM
244
Biltmore Wealth Management
Arizona
$7.31M +$101K +1,720 +1%
MWM
245
Marion Wealth Management
Pennsylvania
$7.29M +$95.2K +1,626 +1%
SWA
246
Safir Wealth Advisors
New Hampshire
$7.23M -$262K -4,480 -4%
Stifel Financial
247
Stifel Financial
Missouri
$7.1M -$137K -2,331 -2%
CAC
248
Certified Advisory Corp
Florida
$7.05M +$374K +6,384 +6%
MWA
249
Muirfield Wealth Advisors
North Carolina
$7.03M -$2.58M -43,972 -27%
Retirement Systems of Alabama
250
Retirement Systems of Alabama
Alabama
$6.97M +$6.95M +118,650 New

VGSH Hedge Fund Activity: Q2 2025 in Review

943 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q2 2025, worth a combined $14.9B — down 2.6% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new VGSH positions and 70 closed out — a net gain of 25 holders — while 410 added to existing stakes and 317 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $144M. The largest seller was JP Morgan Chase, cutting an estimated $1.06B.

  • 943 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q2 2025, up from 930 in Q1 2025.
  • Funds reported $14.9B of Vanguard Short-Term Treasury ETF stock for Q2 2025, down 2.6% quarter-over-quarter.
  • 95 funds opened new Vanguard Short-Term Treasury ETF positions in Q2 2025 and 70 closed out, a net change of +25 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q2 2025 was RWA Wealth Partners, an estimated $144M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q2 2025 was JP Morgan Chase, an estimated $1.06B sold.

Based on aggregated 13F filings for Q2 2025.