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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

894 hedge funds and large institutions have $15.1B invested in Vanguard Short-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 370 increasing their positions, 286 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+56
Holders Change %
+6.68%
% of All Funds
11.9%
Holding in Top 10
111
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+12.12%
% of All Funds
1.48%
New
134
Increased
370
Reduced
286
Closed
59
Calls
$2.99M
Puts
$856K
Net Calls
+$2.13M
Net Calls Change
+$2.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.36B
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$113M
3
MCM
MAI Capital Management
Ohio
+$81.7M
4
Morgan Stanley
Morgan Stanley
New York
+$76.7M
5
BTI
Blue Trust Inc
Georgia
+$49.3M

Top Sellers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$195M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$189M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$144M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$96.8M
5
Goldman Sachs
Goldman Sachs
New York
-$84.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
501
MMBG Investment Advisors
Florida
$967K – – –
JWCA
502
J.W. Cole Advisors
Florida
$957K +$5.18K +89 +0.5%
WAP
503
Wealthcare Advisory Partners
Pennsylvania
$955K -$138K -2,376 -13%
RWA
504
Redhawk Wealth Advisors
Minnesota
$948K +$13K +223 +1%
FPWM
505
Five Pine Wealth Management
Idaho
$943K +$943K +16,214 New
TWM
506
Tolleson Wealth Management
Texas
$940K – – –
LWM
507
Lionshead Wealth Management
New York
$927K +$927K +15,932 New
NEWAS
508
N.E.W. Advisory Services
Wisconsin
$916K +$76.1K +1,308 +9%
OAS
509
Optivise Advisory Services
Tennessee
$916K +$5.82K +100 +0.6%
CAM
510
Chandler Asset Management
California
$906K +$84.1K +1,445 +10%
KWA
511
Kingswood Wealth Advisors
California
$890K +$317K +5,446 +55%
CIBC World Market
512
CIBC World Market
Ontario, Canada
$889K +$40.3K +693 +5%
SCA
513
Snowden Capital Advisors
New York
$888K +$246K +4,236 +38%
EFP
514
Envision Financial Planning
Tennessee
$887K -$180K -3,102 -17%
ESB
515
Essex Savings Bank
Connecticut
$875K -$26.9K -463 -3%
CA
516
Calton & Associates
Florida
$874K +$474K +8,151 +119%
LC
517
LCNB Corp
Ohio
$873K – – –
TC
518
TownSquare Capital
Utah
$871K -$113K -1,949 -12%
FAIM
519
Financial Advocates Investment Management
Washington
$870K -$174K -2,985 -17%
RWRC
520
R.W. Roge & Company
New York
$861K -$110K -1,895 -11%
AL
521
Aspiriant LLC
California
$857K +$91.2K +1,567 +12%
Bank of New York Mellon
522
Bank of New York Mellon
New York
$852K -$189K -3,242 -18%
AWA
523
Authentikos Wealth Advisory
California
$840K -$63K -1,083 -7%
WWS
524
Wellington Wealth Strategies
Indiana
$836K +$285K +4,900 +52%
PC
525
Prairiewood Capital
North Dakota
$835K +$2.56K +44 +0.3%
19 20
21
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