VGSH icon

Vanguard Short-Term Treasury ETF

835 hedge funds and large institutions have $13.7B invested in Vanguard Short-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 339 increasing their positions, 309 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-15
Holders Change %
-1.76%
% of All Funds
12.1%
Holding in Top 10
107
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.46%
% of All Funds
1.55%
New
78
Increased
339
Reduced
309
Closed
77
Calls
$11.8M
Puts
$5.58M
Net Calls
+$6.25M
Net Calls Change
+$7.41M
Name Holding Trade Value Shares
Change
Shares
Change %
EH
501
Equitable Holdings
New York
$802K -$95.3K -1,641 -11%
FWM
502
FFT Wealth Management
Pennsylvania
$800K -$369K -6,350 -32%
CHJWM
503
Carlton Hofferkamp & Jenks Wealth Management
Texas
$799K +$278K +4,819 +53%
AWM
504
Avaii Wealth Management
Wisconsin
$792K +$44.8K +771 +6%
FMWA
505
Forvis Mazars Wealth Advisors
Missouri
$775K -$54.5K -939 -7%
DADC
506
D.A. Davidson & Co
Montana
$767K +$17.1K +294 +2%
AIP
507
Ameritas Investment Partners
Nebraska
$765K +$51.5K +886 +7%
AL
508
Aspiriant LLC
California
$765K -$420K -7,232 -35%
LG
509
Leuthold Group
Minnesota
$756K
CCA
510
Clarity Capital Advisors
Florida
$746K +$412K +7,095 +123%
Kovitz Investment Group Partners
511
Kovitz Investment Group Partners
Illinois
$744K +$392K +6,745 +111%
DWM
512
Dakota Wealth Management
Florida
$742K -$4.07K -70 -0.5%
TWC
513
TD Waterhouse Canada
Ontario, Canada
$742K -$77.7K -1,382 -9%
AH
514
Addis & Hill
Pennsylvania
$741K -$9.94K -172 -1%
CM
515
Columbus Macro
Pennsylvania
$738K +$4.36K +75 +0.6%
AWA
516
Authentikos Wealth Advisory
California
$737K +$40.2K +692 +6%
ACI
517
Alpha Cubed Investments
California
$737K +$253K +4,349 +52%
NRI
518
NFP Retirement Inc
California
$730K +$89K +1,532 +14%
SAM
519
Smartleaf Asset Management
Massachusetts
$725K +$278K +4,791 +62%
CWM
520
Congress Wealth Management
Massachusetts
$721K +$2.73K +47 +0.4%
SL
521
Sentinus LLC
Illinois
$720K +$720K +12,399 New
ESB
522
Essex Savings Bank
Connecticut
$717K
S
523
SignatureFD
Georgia
$711K +$1.05K +18 +0.1%
SG Americas Securities
524
SG Americas Securities
New York
$703K -$551K -9,486 -44%
RMAM
525
Raab & Moskowitz Asset Management
New Jersey
$702K -$14.5K -249 -2%