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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
IAN
251
Integrated Advisors Network
Texas
$5.82M +$2.69M +46,116 +86%
TW
252
Transform Wealth
Colorado
$5.77M +$5.79M +99,209 New
SG
253
Stanich Group
New York
$5.75M +$5.77M +98,810 New
SIS
254
Strategic Investment Solutions
Illinois
$5.74M +$2.17M +37,157 +60%
SA
255
Sanctuary Advisors
Indiana
$5.7M -$305K -5,220 -5%
LWM
256
Laidlaw Wealth Management
New York
$5.67M +$1.07M +18,323 +23%
Stifel Financial
257
Stifel Financial
Missouri
$5.65M -$109K -1,869 -2%
4WM
258
49 Wealth Management
Texas
$5.64M +$1.61M +27,638 +40%
BOSSRA
259
B.O.S.S. Retirement Advisors
Utah
$5.58M +$4.61M +79,055 +469%
SMA
260
Sage Mountain Advisors
Georgia
$5.57M +$2.7M +46,230 +93%
QCG
261
Quadrant Capital Group
Ohio
$5.52M -$124K -2,133 -2%
USCWA
262
U.S. Capital Wealth Advisors
Texas
$5.5M +$5.52M +94,500 New
OC
263
Oppenheimer & Co
New York
$5.48M +$1.36M +23,326 +33%
BCWM
264
Bartlett & Co Wealth Management
Ohio
$5.38M +$155K +2,649 +3%
BFPW
265
BOK Financial Private Wealth
Colorado
$5.38M +$1.91M +32,808 +55%
MAM
266
Marotta Asset Management
Virginia
$5.38M +$419K +7,174 +8%
CC
267
Courier Capital
New York
$5.29M -$3.27M -56,031 -38%
TCM
268
TT Capital Management
California
$5.22M +$5.23M +89,586 New
SPIO
269
Seven Post Investment Office
California
$5.15M -$40.5K -694 -0.8%
WT
270
Whittier Trust
California
$5.13M -$214K -3,660 -4%
VRM
271
Vectors Research Management
New York
$5.12M -$2.68M -45,941 -34%
TVAMP
272
Tennessee Valley Asset Management Partners
Tennessee
$4.96M +$4.96K +85 +0.1%
TAM
273
Titleist Asset Management
Texas
$4.96M +$815K +13,959 +20%
HWM
274
HB Wealth Management
Georgia
$4.94M -$3.95M -67,654 -44%
SFM
275
Signet Financial Management
New Jersey
$4.86M -$7.88K -135 -0.2%

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.