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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
MWP
626
Meridian Wealth Partners
Pennsylvania
$392K
CCFM
627
Clear Creek Financial Management
Washington
$385K -$1.93K -33 -0.5%
VC
628
Vicus Capital
Pennsylvania
$384K +$4.04K +69 +1%
JAM
629
JCIC Asset Management
Ontario, Canada
$381K +$378K +6,450 New
SWA
630
SFMG Wealth Advisors
Texas
$379K -$44.2K -755 -11%
EA
631
Enclave Advisors
Texas
$370K +$367K +6,270 New
CB
632
Cadence Bank
Mississippi
$370K -$203K -3,470 -36%
SI
633
Stonekeep Investments
New Mexico
$368K +$365K +6,234 New
PFG
634
Peterson Financial Group
Iowa
$363K -$41.6K -710 -10%
DWM
635
Diversify Wealth Management
Utah
$354K +$355K +6,059 New
ZIC
636
ZWJ Investment Counsel
Georgia
$351K
MWM
637
Modera Wealth Management
New Jersey
$350K +$17.6K +301 +5%
LAM
638
LifePro Asset Management
California
$349K +$23.7K +404 +7%
PPH
639
Pure Portfolios Holdings
Oregon
$341K +$339K +5,785 New
AAS
640
Ameritas Advisory Services
Nebraska
$340K +$102K +1,739 +43%
TI
641
TrueMark Investments
Illinois
$330K -$158K -2,690 -32%
EIP
642
Easterly Investment Partners
Massachusetts
$325K
CWM
643
Connecticut Wealth Management
Connecticut
$319K +$3.81K +65 +1%
Luther King Capital Management (LKCM)
644
Luther King Capital Management (LKCM)
Texas
$319K
FA
645
FSA Advisors
Michigan
$315K +$63.7K +1,088 +25%
PCS
646
Personal CFO Solutions
New Jersey
$314K +$1.23K +21 +0.4%
FCA
647
FinTrust Capital Advisors
South Carolina
$312K -$34.6K -591 -10%
VAG
648
VisionPoint Advisory Group
Texas
$312K +$66.8K +1,141 +28%
PWA
649
Peterson Wealth Advisors
Utah
$312K -$25.7K -439 -8%
TWC
650
TD Waterhouse Canada
Ontario, Canada
$311K -$176K -3,007 -36%

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.