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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
Jones Financial Companies
526
Jones Financial Companies
Missouri
$709K +$268K +4,576 +62%
CWM
527
Congress Wealth Management
Massachusetts
$708K -$29.2K -498 -4%
BBA
528
Braun-Bostich & Associates
Pennsylvania
$706K -$195K -3,333 -22%
AWM
529
Avior Wealth Management
Nebraska
$697K -$25.2K -431 -4%
RIM
530
Redwood Investment Management
Arizona
$696K -$144K -2,462 -17%
LMKC
531
L.M. Kohn & Company
Ohio
$687K -$11.7K -200 -2%
BRWA
532
B. Riley Wealth Advisors
Florida
$687K +$69.4K +1,185 +11%
CCA
533
Clarity Capital Advisors
Florida
$679K -$126K -2,143 -16%
FMWA
534
Forvis Mazars Wealth Advisors
Missouri
$671K +$6.68K +114 +1%
VCM
535
Versant Capital Management
Arizona
$667K -$258K -4,404 -28%
LI
536
LRI Investments
Florida
$661K
VPP
537
Vertex Planning Partners
Illinois
$659K +$60K +1,025 +10%
FFS
538
Founders Financial Securities
Maryland
$658K +$254K +4,341 +64%
VWM
539
Valley Wealth Managers
New Jersey
$656K +$6.62K +113 +1%
CCA
540
Cadent Capital Advisors
Oklahoma
$655K +$5.04K +86 +0.8%
SCA
541
Snowden Capital Advisors
New York
$651K -$255K -4,357 -28%
SFS
542
Sowell Financial Services
Arkansas
$646K -$1.06M -18,043 -62%
SOAG
543
Silver Oak Advisory Group
Oregon
$638K +$220K +3,752 +53%
HI
544
Horizon Investments
North Carolina
$627K +$234K +3,990 +59%
GCAC
545
Guardian Capital Advisors (Canada)
Ontario, Canada
$613K
CAI
546
Capital Advisors Inc
Oklahoma
$610K -$7.79K -133 -1%
MGWA
547
Monument Group Wealth Advisors
Massachusetts
$607K -$9.96K -170 -2%
LSIA
548
LaSalle St. Investment Advisors
Illinois
$606K +$139K +2,381 +30%
PNC Financial Services Group
549
PNC Financial Services Group
Pennsylvania
$602K -$491K -8,384 -45%
OP
550
ORG Partners
Indiana
$599K +$234 +4 +0%

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.