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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
P
451
&Partners
Tennessee
$1.07M +$424K +7,239 +67%
BWM
452
Benchmark Wealth Management
Connecticut
$1.07M +$116K +1,985 +12%
FAIM
453
Financial Advocates Investment Management
Washington
$1.06M -$283K -4,828 -21%
Bank of New York Mellon
454
Bank of New York Mellon
New York
$1.06M +$22.4K +383 +2%
AF
455
Allworth Financial
California
$1.05M +$741K +12,653 +243%
CHJWM
456
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.05M +$170K +2,903 +19%
SG Americas Securities
457
SG Americas Securities
New York
$1.04M -$160K -2,732 -13%
FA
458
Faithward Advisors
Pennsylvania
$1.04M -$362K -6,185 -26%
SC
459
Sepio Capital
Utah
$1.03M
SGCA
460
Steel Grove Capital Advisors
Tennessee
$1.01M -$321K -5,486 -24%
AC
461
Avestar Capital
New York
$1.01M
CWA
462
CJM Wealth Advisers
Virginia
$1M -$404K -6,898 -29%
WPC
463
Wedmont Private Capital
Pennsylvania
$1M +$10.5K +179 +1%
TC
464
TownSquare Capital
Utah
$999K -$69.6K -1,189 -7%
BOSSRA
465
B.O.S.S. Retirement Advisors
Utah
$995K +$590K +10,080 +149%
RWRC
466
R.W. Roge & Company
New York
$985K -$28.6K -489 -3%
HH
467
Hilltop Holdings
Texas
$981K +$249K +4,254 +34%
MIA
468
MMBG Investment Advisors
Florida
$981K +$265K +4,525 +37%
JWCA
469
J.W. Cole Advisors
Florida
$965K +$292K +4,977 +44%
PG
470
Proffitt & Goodson
Tennessee
$961K +$54.6K +933 +6%
TWM
471
Tolleson Wealth Management
Texas
$954K
RWA
472
Redhawk Wealth Advisors
Minnesota
$948K -$46.3K -790 -5%
BWP
473
Balboa Wealth Partners
Arizona
$943K -$2.87K -49 -0.3%
HCP
474
Hardin Capital Partners
South Carolina
$939K +$143K +2,433 +18%
AAMA
475
Advanced Asset Management Advisors
Ohio
$928K

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.