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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$185M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$142M
3
Cerity Partners
Cerity Partners
New York
+$71.8M
4
PCM
Penserra Capital Management
California
+$68.4M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$64.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.06B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.05B
3
PCIG
Partners Capital Investment Group
Massachusetts
-$89.2M
4
Charles Schwab
Charles Schwab
California
-$68.5M
5
AWM
AE Wealth Management
Kansas
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
526
MBA Advisors
Pennsylvania
$702K +$4.07K +70 +0.6%
MIA
527
MMBG Investment Advisors
Florida
$700K – – –
AA
528
Alesco Advisors
New York
$687K +$7.26K +125 +1%
CA
529
Cornerstone Advisory
Maryland
$685K -$202K -3,482 -23%
LMKC
530
L.M. Kohn & Company
Ohio
$683K – – –
AUIM
531
Aegon USA Investment Management
Iowa
$663K +$663K +11,419 New
LI
532
LRI Investments
Florida
$660K +$660K +11,365 New
CWM
533
Connecticut Wealth Management
Connecticut
$654K -$42.2K -726 -6%
HF
534
HRT Financial
New York
$643K -$2.52M -43,419 -80%
CAAS
535
Capital Asset Advisory Services
Michigan
$639K -$2.11M -36,500 -77%
DWM
536
Defined Wealth Management
Oregon
$635K -$639 -11 -0.1%
LIA
537
LifePlan Investment Advisors
North Carolina
$634K +$634K +10,925 New
CCA
538
Cadent Capital Advisors
Oklahoma
$634K -$3.14K -54 -0.5%
VWM
539
Valley Wealth Managers
New Jersey
$627K +$26.8K +461 +4%
CAI
540
Capital Advisors Inc
Oklahoma
$610K -$351K -6,041 -37%
MGWA
541
Monument Group Wealth Advisors
Massachusetts
$609K – – –
ECM
542
Evergreen Capital Management
Washington
$606K – – –
GP
543
Girard Partners
Pennsylvania
$604K -$1.51M -25,974 -71%
GCA
544
Guardian Capital Advisors
Ontario, Canada
$600K +$6.92K +120 +1%
TPI
545
Trust Point Inc
Wisconsin
$600K -$83.3K -1,434 -12%
AAM
546
Ameraudi Asset Management
New York
$596K +$179K +3,074 +43%
MGIA
547
Moneta Group Investment Advisors
Missouri
$587K +$8.6K +148 +1%
CB
548
Cadence Bank
Mississippi
$572K -$24.3K -419 -4%
EWA
549
EP Wealth Advisors
California
$569K -$10.5K -180 -2%
JWCA
550
J.W. Cole Advisors
Florida
$562K +$108K +1,856 +24%
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