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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
IA
326
IFP Advisors
Florida
$2.82M -$278K -4,814 -9%
PWC
327
PYA Waltman Capital
Tennessee
$2.79M +$4.39K +76 +0.2%
VP
328
Verum Partners
North Carolina
$2.79M -$969K -16,769 -26%
V
329
ViaWealth
Kansas
$2.78M -$120K -2,085 -4%
WFAG
330
Wescott Financial Advisory Group
Pennsylvania
$2.77M +$81.2K +1,405 +3%
TCG
331
Transcendent Capital Group
Oklahoma
$2.76M +$18.9K +327 +0.7%
KA
332
Kovack Advisors
Florida
$2.76M -$6.99K -121 -0.3%
CW
333
CreativeOne Wealth
Kansas
$2.74M +$408K +7,062 +18%
MCM
334
McDonough Capital Management
Florida
$2.73M -$993K -17,177 -27%
EFG
335
Embree Financial Group
Illinois
$2.71M -$363K -6,283 -12%
BAM
336
Belpointe Asset Management
Nevada
$2.7M -$680K -11,774 -20%
SHWM
337
Smith & Howard Wealth Management
Georgia
$2.65M +$312K +5,398 +13%
SP
338
Successful Portfolios
Florida
$2.65M +$51.8K +896 +2%
B
339
Birchbrook
Maine
$2.65M +$41.4K +716 +2%
CPA
340
Cardiff Park Advisors
California
$2.61M -$425K -7,361 -14%
TB
341
Treynor Bancshares
Iowa
$2.59M -$4.12M -71,226 -62%
MA
342
Mutual Advisors
Nebraska
$2.53M -$112K -1,943 -4%
HWAM
343
Hennion & Walsh Asset Management
New Jersey
$2.5M -$50.2K -869 -2%
TA
344
TrueWealth Advisors
Alabama
$2.48M +$178K +3,075 +8%
Janney Montgomery Scott
345
Janney Montgomery Scott
Pennsylvania
$2.46M -$722K -12,503 -23%
IAG
346
Investment Advisory Group
Massachusetts
$2.41M +$191K +3,305 +9%
SRC
347
Shufro Rose & Co
New York
$2.4M +$171K +2,962 +8%
AC
348
AWM Capital
Arizona
$2.39M
EC
349
Estate Counselors
Wisconsin
$2.38M +$38.6K +668 +2%
HGA
350
Hobbs Group Advisors
South Carolina
$2.3M +$2.29M +39,636 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.