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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
BL
351
Balentine LLC
Georgia
$2.28M -$4.85K -84 -0.2%
ACM
352
AlphaStar Capital Management
North Carolina
$2.28M +$316K +5,471 +16%
RA
353
Rockingstone Advisors
Massachusetts
$2.27M -$312K -5,398 -12%
BCM
354
Basso Capital Management
Connecticut
$2.27M -$33K -571 -1%
IFG
355
Independent Financial Group
California
$2.26M +$340K +5,878 +18%
FI
356
FWG Investments
Kentucky
$2.25M +$85K +1,471 +4%
FHA
357
First Horizon Advisors
Tennessee
$2.21M +$880K +15,223 +66%
CAM
358
Cresset Asset Management
Illinois
$2.21M -$210K -3,639 -9%
GJIA
359
Glass Jacobson Investment Advisors
Maryland
$2.19M +$156K +2,695 +8%
RWM
360
Ritholtz Wealth Management
New York
$2.18M +$825K +14,280 +61%
MWAM
361
Manhattan West Asset Management
California
$2.16M -$12.2M -210,476 -85%
PCIA
362
Prime Capital Investment Advisors
Kansas
$2.1M -$20.7M -358,753 -91%
HL
363
HeadInvest LLC
Maine
$2.1M -$228K -3,950 -10%
IFWM
364
Institute for Wealth Management
Colorado
$2.08M +$133K +2,302 +7%
AAG
365
Armstrong Advisory Group
Massachusetts
$2.01M -$12.1M -209,965 -86%
CGPCS
366
Capital Group Private Client Services
California
$2M
KIG
367
Kowal Investment Group
Wisconsin
$1.99M +$686K +11,876 +53%
SWP
368
Summit Wealth Partners
Florida
$1.99M +$109K +1,884 +6%
AI
369
AXS Investments
New York
$1.98M +$1.97M +34,159 New
TVM
370
True Vision MN
Minnesota
$1.98M -$22.8K -395 -1%
DFC
371
DB Fitzpatrick & Co
Idaho
$1.97M +$213K +3,685 +12%
VFP
372
Verus Financial Partners
Virginia
$1.97M -$100K -1,731 -5%
WP
373
WMS Partners
Maryland
$1.96M -$125K -2,158 -6%
SPC
374
Sigma Planning Corp
Michigan
$1.9M -$164K -2,834 -8%
HNB
375
Huntington National Bank
Ohio
$1.88M

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.