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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
MFC
301
Mechanics Financial Corp
Ohio
$3.36M +$123K +2,137 +4%
HCP
302
Hexagon Capital Partners
Arkansas
$3.35M -$45.9K -794 -1%
FAM
303
Frontier Asset Management
Wyoming
$3.27M -$132K -2,283 -4%
FT
304
Fiduciary Trust
Massachusetts
$3.26M +$38.4K +664 +1%
FGAM
305
Financial Gravity Asset Management
Texas
$3.24M -$2.82M -48,729 -46%
SIA
306
Sage Investment Advisers
New York
$3.17M +$407K +7,051 +15%
FAT
307
First American Trust
California
$3.12M +$435K +7,533 +16%
TFA
308
Transamerica Financial Advisors
Florida
$3.06M
AAS
309
Avantax Advisory Services
Texas
$3.06M +$161K +2,781 +6%
GC
310
Guggenheim Capital
Illinois
$3.03M -$1.11M -19,134 -27%
EWA
311
EverSource Wealth Advisors
Alabama
$3.01M +$856K +14,820 +40%
MWM
312
Meridian Wealth Management
Kentucky
$3M +$2.99M +51,674 New
RI
313
Ridgewood Investments
New Jersey
$2.97M -$2.08K -36 -0.1%
SMA
314
Seven Mile Advisory
New Jersey
$2.96M -$38.5K -666 -1%
MPIA
315
Mountain Pacific Investment Advisers
Idaho
$2.94M -$101K -1,755 -3%
CCA
316
Checchi Capital Advisers
California
$2.93M -$219K -3,784 -7%
SMA
317
Sage Mountain Advisors
Georgia
$2.92M +$59K +1,021 +2%
FCT
318
Family Capital Trust
Massachusetts
$2.91M -$612K -10,587 -17%
Envestnet Portfolio Solutions
319
Envestnet Portfolio Solutions
Illinois
$2.91M -$609K -10,536 -17%
BGI
320
BlueDrive Global Investors
United Kingdom
$2.89M
WPWM
321
Windward Private Wealth Management
Kansas
$2.89M -$41K -710 -1%
MWM
322
Marietta Wealth Management
Georgia
$2.86M +$64.7K +1,119 +2%
UI
323
Unconventional Investor
New Hampshire
$2.86M -$59.7K -1,033 -2%
Betterment LLC
324
Betterment LLC
New York
$2.84M -$480K -8,315 -15%
QFA
325
Quattro Financial Advisors
Texas
$2.83M +$2.82M +48,844 New

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.