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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
MAM
251
Marotta Asset Management
Virginia
$4.68M +$828K +14,337 +21%
AIM
252
Alhambra Investment Management
Florida
$4.67M -$136K -2,359 -3%
AAG
253
Accordant Advisory Group
Maryland
$4.65M +$4.64M +80,266 New
AC
254
Apella Capital
Connecticut
$4.65M +$121K +2,094 +3%
ACA
255
Aptus Capital Advisors
Alabama
$4.64M +$2.98M +51,603 +182%
LWM
256
Laidlaw Wealth Management
New York
$4.61M +$425K +7,349 +10%
STA
257
Summit Trail Advisors
New York
$4.6M -$2.91M -50,393 -39%
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$4.53M +$1.82M +31,566 +68%
RA
259
RFG Advisory
Alabama
$4.52M +$2.37M +41,024 +111%
VFA
260
Valeo Financial Advisors
Indiana
$4.49M +$5.08K +88 +0.1%
VFA
261
Values First Advisors
Tennessee
$4.49M +$43.6K +754 +1%
CPG
262
Custom Portfolio Group
Colorado
$4.41M +$1.19M +20,517 +33%
SC
263
Scotia Capital
Ontario, Canada
$4.4M +$63.2K +1,094 +1%
TAM
264
Titleist Asset Management
Texas
$4.37M +$217K +3,752 +5%
BCM
265
Brookstone Capital Management
Illinois
$4.36M -$3.03M -52,374 -41%
TI
266
Truepoint Inc
Ohio
$4.33M -$813K -14,074 -16%
VFG
267
Valley Financial Group
Pennsylvania
$4.3M -$124K -2,148 -3%
BFO
268
Boston Family Office
Massachusetts
$4.3M +$87.9K +1,521 +2%
BIM
269
Breakwater Investment Management
Washington
$4.28M -$184K -3,183 -4%
AIS
270
American Investment Services
Massachusetts
$4.1M -$9.13K -158 -0.2%
THL
271
Tillman Hartley LLC
Colorado
$4.09M -$141K -2,448 -3%
AR
272
Advisory Research
Illinois
$4.04M +$2.2M +38,090 +121%
KPWS
273
Kestra Private Wealth Services
Texas
$4.02M +$218K +3,764 +6%
Bank of Montreal
274
Bank of Montreal
Ontario, Canada
$4.01M -$550K -9,525 -12%
IAN
275
Integrated Advisors Network
Texas
$3.99M +$518K +8,965 +15%

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.