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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
AA
26
Advisory Alpha
Michigan
$104M +$1.95M +33,724 +2%
LPL Financial
27
LPL Financial
California
$101M +$4.21M +72,935 +4%
GWM
28
Gitterman Wealth Management
New Jersey
$101M -$490K -8,472 -0.5%
Brown Advisory
29
Brown Advisory
Maryland
$100M +$14.6M +253,285 +17%
AIM
30
Acropolis Investment Management
Missouri
$96.2M +$6.55M +113,408 +7%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$90.1M +$3.99M +69,055 +5%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$90M +$10.8M +187,386 +14%
Truist Financial
33
Truist Financial
North Carolina
$80.8M +$28.1K +487 +0%
PFA
34
Pure Financial Advisors
California
$79.4M +$9.34M +161,582 +13%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$75M +$2.35M +40,650 +3%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$71M +$6.4M +110,679 +10%
CWA
37
Cornerstone Wealth Advisors
Minnesota
$70.4M +$1.68M +29,013 +2%
PCM
38
Penserra Capital Management
California
$68.4M +$6.99K +121 +0%
AWM
39
AE Wealth Management
Kansas
$66.6M +$8.17M +141,400 +14%
Renaissance Technologies
40
Renaissance Technologies
New York
$66.4M +$46.4M +802,973 +234%
Creative Planning
41
Creative Planning
Kansas
$62.1M +$17.1M +295,261 +38%
FFB
42
First Financial Bankshares
Texas
$61.9M +$838K +14,506 +1%
EK
43
Evensky & Katz
Florida
$61.4M -$174K -3,009 -0.3%
BFPW
44
BOK Financial Private Wealth
Colorado
$60M +$7.09M +122,756 +13%
ONB
45
Old National Bancorp
Indiana
$59.8M +$3.91M +67,657 +7%
TPCW
46
TD Private Client Wealth
New York
$59.5M +$5.89M +101,895 +11%
MFG
47
Merit Financial Group
Georgia
$57.7M -$1.01M -17,397 -2%
DC
48
Defender Capital
North Carolina
$52.2M -$3.97M -68,656 -7%
FCAS
49
First Command Advisory Services
Texas
$51.7M +$22.5M +389,724 +78%
EWM
50
Empirical Wealth Management
Washington
$50.9M +$1.54M +26,624 +3%

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.