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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
LIM
401
Leavell Investment Management
Alabama
$1.62M +$63.1K +1,077 +4%
Prudential Financial
402
Prudential Financial
New Jersey
$1.62M +$462K +7,890 +40%
AI
403
Atria Investments
North Carolina
$1.62M -$20.1M -342,342 -93%
JHCP
404
Jackson Hole Capital Partners
Oklahoma
$1.62M +$8.96K +153 +0.6%
AI
405
AXS Investments
New York
$1.59M -$420K -7,179 -21%
MA
406
Marshfield Associates
District of Columbia
$1.59M
SFS
407
Security Financial Services
Indiana
$1.57M +$336K +5,745 +28%
CTC
408
Central Trust Company
Missouri
$1.47M +$360K +6,139 +33%
PA
409
PFG Advisors
Arizona
$1.47M +$150K +2,557 +11%
MOS
410
MGO One Seven
Ohio
$1.45M -$185K -3,152 -11%
CWM
411
Centurion Wealth Management
Virginia
$1.43M +$1.42M +24,284 New
SGI
412
Summit Global Investments
Utah
$1.43M -$122K -2,085 -8%
TFA
413
TPG Financial Advisors
Oregon
$1.42M -$87.8K -1,499 -6%
EP
414
Edgestream Partners
New Jersey
$1.4M +$787K +13,445 +130%
BFA
415
Beaumont Financial Advisors
Massachusetts
$1.4M -$27.4K -467 -2%
BIM
416
Barton Investment Management
Pennsylvania
$1.39M +$94.9K +1,620 +7%
GWWM
417
Great Waters Wealth Management
Minnesota
$1.37M +$11.6K +198 +0.9%
BCA
418
Bray Capital Advisors
Florida
$1.35M +$29.3K +500 +2%
TCM
419
Towneley Capital Management
California
$1.34M +$14.1K +240 +1%
BHWM
420
Beaird Harris Wealth Management
Texas
$1.33M -$35.3K -602 -3%
BCM
421
Blume Capital Management
California
$1.33M -$35.1K -600 -3%
CHA
422
Carmichael Hill & Associates
Maryland
$1.33M +$1.29M +22,053 +5,472%
CWM
423
Circle Wealth Management
New Jersey
$1.32M +$869K +14,831 +195%
HF
424
HRT Financial
New York
$1.32M +$1.31M +22,327 New
CA
425
Clearstead Advisors
Ohio
$1.3M -$1.11K -19 -0.1%

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.