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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
BWM
576
Birchcreek Wealth Management
Ohio
$529K -$1.31M -22,288 -71%
CWM
577
Cedar Wealth Management
California
$527K +$2.81K +48 +0.5%
AT
578
Arlington Trust
Alabama
$517K
KA
579
Keene & Associates
Texas
$513K +$25.2K +431 +5%
ECM
580
Evergreen Capital Management
Washington
$510K
CAG
581
Csenge Advisory Group
Florida
$508K -$15.4K -263 -3%
NPFS
582
Novak & Powell Financial Services
Florida
$508K
SFG
583
Snider Financial Group
Washington
$504K
CAAS
584
Capital Asset Advisory Services
Michigan
$503K -$132K -2,250 -21%
PFA
585
Petra Financial Advisors
Colorado
$501K
PJSIMP
586
P.J. Schmidt Investment Management (PJS)
Wisconsin
$490K -$185K -3,154 -28%
CA
587
Cornerstone Advisory
Maryland
$488K -$60.7K -1,037 -11%
NFG
588
Northeast Financial Group
Pennsylvania
$486K -$423K -7,225 -47%
PMG
589
ProVise Management Group
Florida
$485K -$7.26K -124 -1%
BBVA
590
Banco Bilbao Vizcaya Argentaria
Spain
$481K +$109K +1,854 +30%
CIS
591
Continental Investors Services
Washington
$481K +$48.3K +824 +11%
ACI
592
Alpha Cubed Investments
California
$478K -$120K -2,043 -20%
TSS
593
Two Sigma Securities
New York
$477K -$3.31M -56,540 -87%
DADC
594
D.A. Davidson & Co
Montana
$476K -$36.3K -619 -7%
AW
595
Avion Wealth
Texas
$474K
WWM
596
Western Wealth Management
Colorado
$471K +$467K +7,973 New
BFA
597
Bragg Financial Advisors
North Carolina
$470K +$93.1K +1,590 +25%
LFG
598
Larson Financial Group
Missouri
$467K +$163K +2,780 +54%
BFWM
599
Bright Futures Wealth Management
New York
$467K +$70.9K +1,211 +18%
SCP
600
Seizert Capital Partners
Michigan
$461K +$7.61K +130 +2%

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.