VGSH icon

Vanguard Short-Term Treasury ETF

923 hedge funds and large institutions have $15B invested in Vanguard Short-Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 407 increasing their positions, 309 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
+8
Holders Change %
+0.87%
% of All Funds
12.37%
Holding in Top 10
112
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.45%
% of All Funds
1.5%
New
91
Increased
407
Reduced
309
Closed
66
Calls
$7.35M
Puts
$4.5M
Net Calls
+$2.85M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
226
Octavia Wealth Advisors
Ohio
$8.34M +$8.34M +141,817 New
CASB
227
Cape Ann Savings Bank
Massachusetts
$8.3M +$35.9K +611 +0.4%
ZIM
228
Zacks Investment Management
Illinois
$8.23M -$935K -15,914 -10%
SW
229
Simplicity Wealth
New Jersey
$8.2M +$4.23M +72,045 +107%
UCFA
230
United Capital Financial Advisors
Texas
$8M -$818K -13,911 -9%
BSA
231
Bull Street Advisors
Georgia
$7.98M +$16.2K +275 +0.2%
DP
232
DDD Partners
Washington
$7.89M -$221K -3,765 -3%
4WM
233
49 Wealth Management
Texas
$7.78M +$4.53M +77,056 +139%
WIC
234
Woodmont Investment Counsel
Tennessee
$7.68M +$5.7K +97 +0.1%
CWM
235
Congress Wealth Management
Massachusetts
$7.62M +$6.57M +111,771 +628%
CWMG
236
Compass Wealth Management (Georgia)
Georgia
$7.55M +$7.55M +128,523 New
VFA
237
Values First Advisors
Tennessee
$7.5M -$241K -4,099 -3%
QCG
238
Quadrant Capital Group
Ohio
$7.46M -$1.69M -28,785 -18%
FIM
239
Freedom Investment Management
Connecticut
$7.46M -$71.7K -1,220 -1%
IAN
240
Integrated Advisors Network
Texas
$7.39M -$654K -11,126 -8%
BAM
241
Belpointe Asset Management
Nevada
$7.35M +$722K +12,283 +11%
BWM
242
Biltmore Wealth Management
Arizona
$7.31M +$101K +1,720 +1%
MWM
243
Marion Wealth Management
Pennsylvania
$7.29M +$95.6K +1,626 +1%
SWA
244
Safir Wealth Advisors
New Hampshire
$7.23M -$263K -4,480 -4%
Stifel Financial
245
Stifel Financial
Missouri
$7.1M -$137K -2,331 -2%
CAC
246
Certified Advisory Corp
Florida
$7.05M +$375K +6,384 +6%
MWA
247
Muirfield Wealth Advisors
North Carolina
$7.03M -$2.58M -43,972 -27%
Retirement Systems of Alabama
248
Retirement Systems of Alabama
Alabama
$6.97M +$6.97M +118,650 New
MFC
249
Mechanics Financial Corp
Ohio
$6.95M +$1.68M +28,617 +32%
HWMC
250
Heritage Wealth Management (California)
California
$6.94M +$812K +13,811 +13%