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Vanguard Short-Term Treasury ETF

842 hedge funds and large institutions have $13.4B invested in Vanguard Short-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 371 increasing their positions, 290 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 290

22% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 65

2% more capital invested

Capital invested by funds: $13.1B → $13.4B (+$251M)

0% less funds holding

Funds holding: 844842 (-2)

5% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $6.69M

1.64% less ownership

Funds ownership: 66.92%65.28% (-1.6%)

7% less funds holding in top 10

Funds holding in top 10: 108100 (-8)

Holders
842
Holders Change
-2
Holders Change %
-0.24%
% of All Funds
12.09%
Holding in Top 10
100
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.41%
% of All Funds
1.44%
New
79
Increased
371
Reduced
290
Closed
65
Calls
$6.33M
Puts
$6.69M
Net Calls
-$365K
Net Calls Change
-$5.69M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
251
Marotta Asset Management
Virginia
$5.03M +$246K +4,207 +5%
TVAMP
252
Tennessee Valley Asset Management Partners
Tennessee
$4.98M +$1.26M +21,500 +34%
SFM
253
Signet Financial Management
New Jersey
$4.93M -$102K -1,740 -2%
AFG
254
Altiora Financial Group
Ohio
$4.89M -$820K -13,999 -14%
AC
255
Apella Capital
Connecticut
$4.89M +$166K +2,832 +4%
SC
256
Scotia Capital
Ontario, Canada
$4.83M +$354K +6,042 +8%
LWM
257
Laidlaw Wealth Management
New York
$4.67M -$20.2K -345 -0.4%
Citigroup
258
Citigroup
New York
$4.59M -$941K -16,064 -17%
BFO
259
Boston Family Office
Massachusetts
$4.54M +$169K +2,878 +4%
RA
260
RFG Advisory
Alabama
$4.42M -$184K -3,139 -4%
VFG
261
Valley Financial Group
Pennsylvania
$4.37M -$8.26K -141 -0.2%
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$4.29M +$200K +3,409 +5%
TAM
263
Titleist Asset Management
Texas
$4.2M -$244K -4,171 -6%
FCI
264
Financial Counselors Inc
Kansas
$4.19M +$4.16M +71,000 New
OC
265
Oppenheimer & Co
New York
$4.18M -$655K -11,175 -14%
KPWS
266
Kestra Private Wealth Services
Texas
$4.17M +$77.7K +1,327 +2%
AR
267
Advisory Research
Illinois
$4.11M
CA
268
CWC Advisors
Oregon
$4.1M +$4.07M +69,523 New
4WM
269
49 Wealth Management
Texas
$4.09M +$4.06M +69,273 New
AIM
270
Alhambra Investment Management
Florida
$4.09M -$656K -11,197 -14%
FFA
271
Fortune Financial Advisors
Kansas
$4.08M +$114K +1,950 +3%
ME
272
McIlrath & Eck
Washington
$4.03M +$522K +8,917 +15%
AIS
273
American Investment Services
Massachusetts
$4M -$172K -2,939 -4%
QC
274
Quadrature Capital
United Kingdom
$4M +$3.97M +67,816 New
HBS
275
Howard Bailey Securities
Indiana
$3.98M +$3.95M +67,494 New

VGSH Hedge Fund Activity: Q3 2024 in Review

842 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2024, worth a combined $13.4B — up 1.9% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VGSH positions and 65 closed out — a net gain of 14 holders — while 371 added to existing stakes and 290 trimmed.

The largest buyer was NorthRock Partners, adding an estimated $162M. The largest seller was JP Morgan Chase, cutting an estimated $302M.

  • 842 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2024, down from 844 in Q2 2024.
  • Funds reported $13.4B of Vanguard Short-Term Treasury ETF stock for Q3 2024, up 1.9% quarter-over-quarter.
  • 79 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2024 and 65 closed out, a net change of +14 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2024 was NorthRock Partners, an estimated $162M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2024 was JP Morgan Chase, an estimated $302M sold.

Based on aggregated 13F filings for Q3 2024.