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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
HWMG
601
Hurlow Wealth Management Group
Indiana
$453K +$3.69K +63 +0.8%
RL
602
Retireful LLC
Michigan
$450K +$446K +7,620 New
EP
603
Essential Planning
New Hampshire
$444K
SFO
604
Stokes Family Office
Louisiana
$439K -$1.17K -20 -0.3%
CIBC Private Wealth Group
605
CIBC Private Wealth Group
Georgia
$439K -$9.2K -157 -2%
PS
606
Principal Securities
Iowa
$437K +$279K +4,771 +181%
SG
607
StoneX Group
New York
$437K +$39.4K +672 +10%
BMCM
608
Bryn Mawr Capital Management
Pennsylvania
$428K +$65.9K +1,125 +18%
NRI
609
NFP Retirement Inc
California
$425K -$239K -4,080 -36%
KCM
610
Kendall Capital Management
Maryland
$425K -$2.64K -45 -0.6%
LLWM
611
Life Line Wealth Management
California
$423K +$4.45K +76 +1%
AWM
612
AllSquare Wealth Management
New York
$418K +$2.05K +35 +0.5%
PFG
613
Pacific Financial Group
Washington
$418K +$2.11K +36 +0.5%
EAM
614
Evanson Asset Management
California
$416K +$6.56K +112 +2%
IWM
615
IHT Wealth Management
Illinois
$414K +$185K +3,165 +82%
LIA
616
LifePlan Investment Advisors
North Carolina
$411K -$231K -3,947 -36%
RCP
617
Rothschild Capital Partners
New York
$407K +$8.61K +147 +2%
CA
618
Calton & Associates
Florida
$406K +$403K +6,873 New
IP
619
Ignite Planners
California
$404K +$38.8K +663 +11%
KeyBank National Association
620
KeyBank National Association
Ohio
$404K +$36.8K +628 +10%
LFA
621
Laraway Financial Advisors
Minnesota
$403K -$5.74K -98 -1%
SWC
622
Spectrum Wealth Counsel
Indiana
$401K +$49.4K +844 +14%
LFS
623
Lutz Financial Services
Nebraska
$401K -$246K -4,197 -38%
PWS
624
Physician Wealth Solutions
Nevada
$399K +$32.9K +562 +9%
DAS
625
Diversify Advisory Services
Utah
$399K +$26.7K +456 +7%

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.