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Vanguard Short-Term Treasury ETF

904 hedge funds and large institutions have $15.2B invested in Vanguard Short-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 371 increasing their positions, 286 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $2.99M | Put options by funds: $856K

129% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 62

30% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 286

14% more funds holding in top 10

Funds holding in top 10: 100114 (+14)

13% more capital invested

Capital invested by funds: $13.4B → $15.2B (+$1.8B)

7% more funds holding

Funds holding: 842904 (+62)

3.2% more ownership

Funds ownership: 65.28%68.48% (+3.2%)

Holders
904
Holders Change
+62
Holders Change %
+7.36%
% of All Funds
11.91%
Holding in Top 10
114
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14%
% of All Funds
1.5%
New
142
Increased
371
Reduced
286
Closed
62
Calls
$2.99M
Puts
$856K
Net Calls
+$2.13M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Meridian Wealth Management
Kentucky
$2.1M -$319K -5,458 -13%
V
377
ViaWealth
Kansas
$2.08M -$307K -5,252 -13%
FWA
378
Flagship Wealth Advisors
Massachusetts
$2.07M +$2.08M +35,608 New
HF
379
HRT Financial
New York
$2.06M +$761K +13,034 +58%
WG
380
Welch Group
Alabama
$2.05M +$2.05M +35,204 New
CFP
381
Curran Financial Partners
South Carolina
$2.04M +$410K +7,032 +25%
Envestnet Portfolio Solutions
382
Envestnet Portfolio Solutions
Illinois
$2.02M -$781K -13,389 -28%
CGPCS
383
Capital Group Private Client Services
California
$2.01M
DFC
384
DB Fitzpatrick & Co
Idaho
$2M -$456K -7,814 -19%
MGW
385
MB Generational Wealth
Washington
$2M +$2.01M +34,386 New
HL
386
HeadInvest LLC
Maine
$2M -$58.9K -1,010 -3%
HGA
387
Hobbs Group Advisors
South Carolina
$1.98M -$318K -5,448 -14%
MWM
388
Maripau Wealth Management
Indiana
$1.93M +$837K +14,343 +76%
AHC
389
Anderson Hoagland & Co
Missouri
$1.92M -$10M -171,776 -84%
MWAM
390
Manhattan West Asset Management
California
$1.92M -$46.9K -803 -2%
Millennium Management
391
Millennium Management
New York
$1.92M +$66.7K +1,143 +4%
SWP
392
Summit Wealth Partners
Florida
$1.91M -$162K -2,774 -8%
HWAM
393
Hennion & Walsh Asset Management
New Jersey
$1.9M -$120K -2,055 -6%
DJSG
394
D.J. St. Germain
Massachusetts
$1.89M +$150K +2,567 +9%
FI
395
FWG Investments
Kentucky
$1.88M +$106K +1,812 +6%
CTC
396
Central Trust Company
Missouri
$1.88M +$423K +7,248 +29%
MOS
397
MGO One Seven
Ohio
$1.87M +$443K +7,594 +31%
IAS
398
Insigneo Advisory Services
Florida
$1.87M +$161K +2,762 +9%
OFA
399
Oak Family Advisors
Illinois
$1.84M +$1.05M +17,972 +131%
IFWM
400
Institute for Wealth Management
Colorado
$1.84M -$206K -3,525 -10%

VGSH Hedge Fund Activity: Q4 2024 in Review

904 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2024, worth a combined $15.2B — up 13% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new VGSH positions and 62 closed out — a net gain of 80 holders — while 371 added to existing stakes and 286 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.36B. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $196M.

  • 904 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2024, up from 842 in Q3 2024.
  • Funds reported $15.2B of Vanguard Short-Term Treasury ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 142 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2024 and 62 closed out, a net change of +80 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.36B added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2024 was Municipal Employees' Retirement System of Michigan, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2024.