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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 %
DWM
551
Dakota Wealth Management
Florida
$736K – – –
EB
552
Eastern Bank
Massachusetts
$731K -$1.49M -25,564 -67%
FCB
553
First County Bank
Connecticut
$730K +$11.6K +200 +2%
SPIA
554
Steward Partners Investment Advisory
New York
$726K +$200K +3,435 +38%
AA
555
Alesco Advisors
New York
$721K +$20.4K +350 +3%
LP
556
LGL Partners
Pennsylvania
$717K +$5.12K +88 +0.7%
CAMG
557
CWA Asset Management Group
Florida
$715K -$20M -344,436 -97%
GRP
558
Global Retirement Partners
California
$708K +$177K +3,046 +33%
KOC
559
Koss-Olinger Consulting
Florida
$701K – – –
BBA
560
Braun-Bostich & Associates
Pennsylvania
$701K +$5.18K +89 +0.7%
RIM
561
Redwood Investment Management
Arizona
$696K +$9.66K +166 +1%
Carson Wealth (CWM LLC)
562
Carson Wealth (CWM LLC)
Nebraska
$691K -$82.1K -1,411 -11%
WA
563
Waverly Advisors
Alabama
$687K -$442K -7,593 -39%
LG
564
Leuthold Group
Minnesota
$687K -$61.7K -1,060 -8%
BWM
565
Birchcreek Wealth Management
Ohio
$676K +$154K +2,652 +30%
VCM
566
Versant Capital Management
Arizona
$674K +$15.8K +272 +2%
PWA
567
Principia Wealth Advisory
Texas
$669K +$669K +11,497 New
VPP
568
Vertex Planning Partners
Illinois
$668K +$18.6K +320 +3%
SOAG
569
Silver Oak Advisory Group
Oregon
$665K +$35.9K +618 +6%
CWM
570
Congress Wealth Management
Massachusetts
$664K -$34K -584 -5%
LI
571
LRI Investments
Florida
$661K – – –
LMKC
572
L.M. Kohn & Company
Ohio
$660K -$17.5K -300 -3%
AWA
573
Arete Wealth Advisors
Illinois
$660K -$132K -2,276 -17%
CCA
574
Cadent Capital Advisors
Oklahoma
$652K +$6.63K +114 +1%
LIM
575
Leavell Investment Management
Alabama
$647K -$954K -16,391 -60%
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