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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

835 hedge funds and large institutions have $13.7B invested in Vanguard Short-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 339 increasing their positions, 309 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-15
Holders Change %
-1.76%
% of All Funds
12.1%
Holding in Top 10
107
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.46%
% of All Funds
1.55%
New
78
Increased
339
Reduced
309
Closed
77
Calls
$11.8M
Puts
$5.58M
Net Calls
+$6.25M
Net Calls Change
+$7.41M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$185M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$142M
3
Cerity Partners
Cerity Partners
New York
+$71.8M
4
PCM
Penserra Capital Management
California
+$68.4M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$64.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.06B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.05B
3
PCIG
Partners Capital Investment Group
Massachusetts
-$89.2M
4
Charles Schwab
Charles Schwab
California
-$68.5M
5
AWM
AE Wealth Management
Kansas
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
351
Estate Counselors
Wisconsin
$2.34M -$60.9M -1,049,020 -96%
SHWM
352
Smith & Howard Wealth Management
Georgia
$2.34M -$787K -13,552 -25%
CW
353
CreativeOne Wealth
Kansas
$2.33M -$519K -8,944 -18%
HL
354
HeadInvest LLC
Maine
$2.33M -$23.2K -400 -1%
BCM
355
Basso Capital Management
Connecticut
$2.31M -$105K -1,809 -4%
TA
356
TrueWealth Advisors
Alabama
$2.3M -$261K -4,486 -10%
BL
357
Balentine LLC
Georgia
$2.29M -$844K -14,536 -27%
SRC
358
Shufro Rose & Co
New York
$2.24M +$493K +8,485 +28%
SGCA
359
Steel Grove Capital Advisors
Tennessee
$2.22M -$479K -8,243 -18%
IAG
360
Investment Advisory Group
Massachusetts
$2.22M +$131K +2,263 +6%
NL
361
NWAM LLC
Washington
$2.22M +$40K +691 +2%
QC
362
Quadrature Capital
United Kingdom
$2.18M +$2.18M +37,627 New
IA
363
Inspire Advisors
Idaho
$2.18M -$641K -11,040 -23%
FI
364
FWG Investments
Kentucky
$2.17M +$1.21M +20,865 +127%
RA
365
RFG Advisory
Alabama
$2.15M +$273K +4,705 +15%
EWA
366
EverSource Wealth Advisors
Alabama
$2.11M +$403K +6,989 +24%
WP
367
WMS Partners
Maryland
$2.09M -$148K -2,556 -7%
SWM
368
SigFig Wealth Management
California
$2.08M -$778K -13,392 -27%
VFP
369
Verus Financial Partners
Virginia
$2.07M -$1.16K -20 -0.1%
SPC
370
Sigma Planning Corp
Michigan
$2.06M +$1.35M +23,187 +188%
RWA
371
Redhawk Wealth Advisors
Minnesota
$2.04M -$2.07M -35,677 -50%
GJIA
372
Glass Jacobson Investment Advisors
Maryland
$2.04M +$138K +2,375 +7%
FA
373
Faithward Advisors
Pennsylvania
$2.03M +$2.03M +34,900 New
PWP
374
Principle Wealth Partners
Connecticut
$2.02M -$382K -6,586 -16%
CGPCS
375
Capital Group Private Client Services
California
$2M -$203K -3,488 -9%
13 14
15
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