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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
IFG
501
Independent Financial Group
California
$804K -$1.49M -25,389 -65%
AWA
502
Arete Wealth Advisors
Illinois
$804K -$215K -3,679 -21%
AUIM
503
Aegon USA Investment Management
Iowa
$797K +$122K +2,081 +18%
MA
504
MBA Advisors
Pennsylvania
$792K +$16.5K +282 +2%
RWM
505
Ruedi Wealth Management
Illinois
$792K -$22.2K -379 -3%
TNB
506
Thomasville National Bank
Georgia
$789K +$783K +13,368 New
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$784K -$2.64K -45 -0.3%
HWP
508
Heritage Wealth Partners
Ohio
$779K +$21.3K +363 +3%
AL
509
Aspiriant LLC
California
$777K
CM
510
Columbus Macro
Pennsylvania
$777K +$28.3K +484 +4%
RIM
511
Rockbridge Investment Management
New York
$764K -$15.6K -267 -2%
ATPW
512
Ashton Thomas Private Wealth
Arizona
$760K -$403K -6,879 -35%
LG
513
Leuthold Group
Minnesota
$759K -$9.31K -159 -1%
TPI
514
Trust Point Inc
Wisconsin
$755K +$144K +2,466 +24%
GS
515
GTS Securities
New York
$754K +$50K +854 +7%
Koshinski Asset Management
516
Koshinski Asset Management
Illinois
$751K +$460K +7,849 +161%
DWM
517
Dakota Wealth Management
Florida
$747K -$31.9K -545 -4%
GT
518
Glenview Trust
Kentucky
$741K -$149K -2,550 -17%
FCB
519
First County Bank
Connecticut
$729K -$99.7K -1,703 -12%
LP
520
LGL Partners
Pennsylvania
$722K -$85.2K -1,455 -11%
S
521
SignatureFD
Georgia
$721K +$703 +12 +0.1%
WWA
522
WCG Wealth Advisors
Nevada
$715K +$709K +12,110 New
AA
523
Alesco Advisors
New York
$711K +$761 +13 +0.1%
KOC
524
Koss-Olinger Consulting
Florida
$711K
RFP
525
Roth Financial Partners
Texas
$711K +$4.39K +75 +0.6%

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.