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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
KWM
551
Keebeck Wealth Management
Illinois
$599K -$118K -2,022 -17%
CCM
552
Canal Capital Management
Virginia
$596K +$239K +4,081 +68%
DWM
553
Defined Wealth Management
Oregon
$595K +$13.6K +232 +2%
Invesco
554
Invesco
Georgia
$592K +$54.5K +930 +10%
KWA
555
Kingswood Wealth Advisors
California
$582K +$173K +2,961 +43%
LAS
556
Lloyd Advisory Services
Georgia
$579K -$188K -3,204 -25%
AFG
557
Arkansas Financial Group
Arkansas
$576K +$1.82K +31 +0.3%
SF
558
Slagle Financial
Illinois
$574K -$50.6K -864 -8%
BIG
559
Bush Investment Group
Georgia
$568K -$244K -4,170 -30%
SI
560
Stephens Inc
Arkansas
$566K +$145K +2,480 +35%
AWA
561
Arkadios Wealth Advisors
Georgia
$558K +$54.6K +932 +11%
MSFS
562
Main Street Financial Solutions
Pennsylvania
$554K -$176 -3 -0%
WWS
563
Wellington Wealth Strategies
Indiana
$554K +$217K +3,703 +64%
AAM
564
Ameraudi Asset Management
New York
$553K +$2.93K +50 +0.5%
SAM
565
Smartleaf Asset Management
Massachusetts
$552K -$154K -2,631 -22%
PCA
566
Pallas Capital Advisors
Massachusetts
$550K -$5.27K -90 -0.9%
NCFG
567
New Century Financial Group
New Jersey
$548K +$544K +9,281 New
LSAG
568
Lake Street Advisors Group
New Hampshire
$546K
FB
569
First Bancorp
Maine
$543K +$29.3K +500 +6%
GRP
570
Global Retirement Partners
California
$539K +$413K +7,052 +340%
UF
571
Univest Financial
Pennsylvania
$537K +$533K +9,097 New
SPIA
572
Steward Partners Investment Advisory
New York
$534K -$74.4K -1,271 -12%
Financial Engines Advisors
573
Financial Engines Advisors
California
$532K +$38K +649 +8%
EWA
574
EP Wealth Advisors
California
$531K -$108K -1,836 -17%
BC
575
Burney Company
Virginia
$531K +$233K +3,980 +79%

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.