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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
JIP
451
Jaffetilchin Investment Partners
Florida
$1.08M +$1.79K +31 +0.2%
OFG
452
Orcam Financial Group
California
$1.08M -$74.9K -1,296 -6%
PNC Financial Services Group
453
PNC Financial Services Group
Pennsylvania
$1.08M -$140K -2,429 -12%
WB
454
WesBanco Bank
West Virginia
$1.07M
KCM
455
Kathmere Capital Management
Pennsylvania
$1.06M +$1.06M +18,341 New
CL
456
Choreo LLC
Illinois
$1.06M +$759K +13,138 +250%
TC
457
TownSquare Capital
Utah
$1.05M -$507K -8,779 -33%
IA
458
Inspire Advisors
Idaho
$1.02M -$1.15M -19,910 -53%
Bank of New York Mellon
459
Bank of New York Mellon
New York
$1.02M -$296K -5,126 -23%
SC
460
Sepio Capital
Utah
$1.01M
CFGS
461
Concourse Financial Group Securities
Alabama
$1M +$120K +2,078 +14%
AWA
462
Arete Wealth Advisors
Illinois
$1M +$23.8K +412 +2%
RWRC
463
R.W. Roge & Company
New York
$996K -$1.43M -24,749 -59%
AC
464
Avestar Capital
New York
$994K +$990K +17,132 New
LA
465
Lifeworks Advisors
Michigan
$990K -$206K -3,557 -17%
WPC
466
Wedmont Private Capital
Pennsylvania
$985K +$11.5K +199 +1%
CC
467
Courier Capital
New York
$981K -$11.5M -199,375 -92%
RWA
468
Redhawk Wealth Advisors
Minnesota
$977K -$1.05M -18,246 -52%
RMAM
469
Raab & Moskowitz Asset Management
New Jersey
$953K +$251K +4,340 +36%
KCIC
470
Kuhn & Co Investment Counsel
Illinois
$945K -$1.62K -28 -0.2%
TWM
471
Tolleson Wealth Management
Texas
$937K
BWM
472
Benchmark Wealth Management
Connecticut
$933K +$23.1K +399 +3%
BWP
473
Balboa Wealth Partners
Arizona
$929K +$475K +8,225 +105%
AAMA
474
Advanced Asset Management Advisors
Ohio
$928K -$48.9K -847 -5%
BMC
475
Bear Mountain Capital
Washington
$921K -$8.49K -147 -0.9%

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.