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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
LHWM
351
Lake Hills Wealth Management
Texas
$2.36M +$1.12M +19,206 +93%
UI
352
Unconventional Investor
New Hampshire
$2.36M -$549K -9,366 -19%
GJIA
353
Glass Jacobson Investment Advisors
Maryland
$2.33M +$102K +1,733 +5%
HGA
354
Hobbs Group Advisors
South Carolina
$2.33M -$11.9K -203 -0.5%
SL
355
Sentinus LLC
Illinois
$2.32M +$1.51M +25,738 +208%
MA
356
Mutual Advisors
Nebraska
$2.3M -$232K -3,964 -9%
TVM
357
True Vision MN
Minnesota
$2.27M +$257K +4,390 +13%
FHA
358
First Horizon Advisors
Tennessee
$2.25M +$3.46K +59 +0.2%
EB
359
Eastern Bank
Massachusetts
$2.25M +$2.23M +38,123 New
RWP
360
RWA Wealth Partners
Massachusetts
$2.2M +$751K +12,815 +52%
TA
361
TrueWealth Advisors
Alabama
$2.19M -$330K -5,631 -13%
SWP
362
Summit Wealth Partners
Florida
$2.1M +$71.3K +1,217 +4%
HL
363
HeadInvest LLC
Maine
$2.09M -$47.7K -815 -2%
IFWM
364
Institute for Wealth Management
Colorado
$2.07M -$49.1K -839 -2%
HWAM
365
Hennion & Walsh Asset Management
New Jersey
$2.05M -$496K -8,468 -20%
CAM
366
Cresset Asset Management
Illinois
$2.05M -$198K -3,388 -9%
AWM
367
Accurate Wealth Management
Florida
$2.04M +$410K +7,006 +25%
CGPCS
368
Capital Group Private Client Services
California
$2.04M
SIA
369
SeaBridge Investment Advisors
New Jersey
$2.03M -$6.1M -104,209 -75%
WIA
370
World Investment Advisors
California
$2.03M +$843K +14,397 +72%
MWAM
371
Manhattan West Asset Management
California
$2M -$200K -3,421 -9%
VP
372
Verum Partners
North Carolina
$1.96M -$865K -14,771 -31%
CFA
373
CWS Financial Advisors
Michigan
$1.94M +$70K +1,196 +4%
GC
374
Guggenheim Capital
Illinois
$1.93M -$1.15M -19,558 -37%
EFG
375
Ethos Financial Group
Pennsylvania
$1.93M +$161K +2,743 +9%

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.