We are live on ! Find out more
VGSH icon

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
AIP
501
Ameritas Investment Partners
Nebraska
$801K +$36.7K +635 +5%
RWM
502
Ruedi Wealth Management
Illinois
$800K -$16.4K -284 -2%
BIG
503
Bush Investment Group
Georgia
$800K -$630K -10,902 -44%
SF
504
Synovus Financial
Georgia
$799K -$19.1K -330 -2%
LP
505
LGL Partners
Pennsylvania
$794K -$39.5K -683 -5%
CCA
506
Clarity Capital Advisors
Florida
$791K +$46.1K +797 +6%
HCP
507
Hardin Capital Partners
South Carolina
$789K +$786K +13,599 New
EH
508
Equitable Holdings
New York
$779K -$22K -380 -3%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$773K -$474K -8,210 -38%
AWM
510
Avaii Wealth Management
Wisconsin
$770K -$20.6K -357 -3%
RIM
511
Rockbridge Investment Management
New York
$766K -$104K -1,807 -12%
DWM
512
Dakota Wealth Management
Florida
$765K +$24.7K +428 +3%
AL
513
Aspiriant LLC
California
$764K
MA
514
MBA Advisors
Pennsylvania
$762K +$60.2K +1,042 +9%
LG
515
Leuthold Group
Minnesota
$755K
LAS
516
Lloyd Advisory Services
Georgia
$755K +$752K +13,012 New
HWP
517
Heritage Wealth Partners
Ohio
$744K -$264K -4,577 -26%
MFG
518
Monumental Financial Group
Maryland
$738K -$8.74M -151,323 -92%
CM
519
Columbus Macro
Pennsylvania
$737K -$636 -11 -0.1%
CWM
520
Congress Wealth Management
Massachusetts
$724K +$4.04K +70 +0.6%
HH
521
Hilltop Holdings
Texas
$718K +$715K +12,374 New
SL
522
Sentinus LLC
Illinois
$717K -$2.14K -37 -0.3%
AWM
523
Avior Wealth Management
Nebraska
$710K +$690K +11,942 +4,034%
S
524
SignatureFD
Georgia
$707K -$2.72K -47 -0.4%
KWM
525
Keebeck Wealth Management
Illinois
$706K +$198K +3,427 +39%

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.