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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
IGGA
326
Iron Gate Global Advisors
Utah
$2.85M +$1.28M +21,905 +83%
CW
327
CreativeOne Wealth
Kansas
$2.85M +$59.8K +1,021 +2%
Envestnet Portfolio Solutions
328
Envestnet Portfolio Solutions
Illinois
$2.84M -$117K -1,991 -4%
NL
329
NWAM LLC
Washington
$2.82M +$2.8M +47,830 New
WFAG
330
Wescott Financial Advisory Group
Pennsylvania
$2.81M -$3.63K -62 -0.1%
KA
331
Kovack Advisors
Florida
$2.81M
PWC
332
PYA Waltman Capital
Tennessee
$2.8M -$42.8K -730 -2%
ACM
333
AlphaStar Capital Management
North Carolina
$2.72M +$392K +6,686 +17%
AAS
334
Avantax Advisory Services
Texas
$2.7M -$412K -7,033 -13%
MCM
335
McDonough Capital Management
Florida
$2.67M -$104K -1,779 -4%
CPA
336
Cardiff Park Advisors
California
$2.66M +$2.64K +45 +0.1%
RA
337
Rockingstone Advisors
Massachusetts
$2.66M +$340K +5,800 +15%
IAG
338
Investment Advisory Group
Massachusetts
$2.61M +$162K +2,770 +7%
EFG
339
Embree Financial Group
Illinois
$2.59M -$172K -2,932 -6%
SP
340
Successful Portfolios
Florida
$2.59M -$108K -1,846 -4%
TCG
341
Transcendent Capital Group
Oklahoma
$2.56M -$242K -4,126 -9%
MPIA
342
Mountain Pacific Investment Advisers
Idaho
$2.56M -$430K -7,342 -14%
DFC
343
DB Fitzpatrick & Co
Idaho
$2.49M +$487K +8,315 +25%
NA
344
NewEdge Advisors
Louisiana
$2.48M -$2.62M -44,775 -52%
MWM
345
Meridian Wealth Management
Kentucky
$2.46M -$588K -10,036 -19%
KIG
346
Kowal Investment Group
Wisconsin
$2.45M +$420K +7,178 +21%
EC
347
Estate Counselors
Wisconsin
$2.45M +$25.8K +441 +1%
V
348
ViaWealth
Kansas
$2.42M -$407K -6,945 -14%
HKIM
349
Hayek Kallen Investment Management
Alabama
$2.42M -$2.55M -43,613 -70%
SRC
350
Shufro Rose & Co
New York
$2.4M

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.