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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
SF
651
Summit Financial
New Jersey
$310K -$111K -1,897 -27%
CCA
652
Cora Capital Advisors
New Jersey
$310K
MPCL
653
My Personal CFO LLC
Washington
$309K +$307K +5,236 New
FTS
654
Fifth Third Securities
Ohio
$307K -$24.4K -416 -7%
DBRC
655
D.B. Root & Company
Pennsylvania
$305K -$9.66K -165 -3%
MFIM
656
Mesirow Financial Investment Management
Illinois
$304K -$31.9K -545 -10%
Lido Advisors
657
Lido Advisors
California
$302K -$61.8K -1,056 -17%
TFG
658
Tilson Financial Group
New Jersey
$302K +$299K +5,112 New
BOH
659
Bank of Hawaii
Hawaii
$298K
Fidelity Investments
660
Fidelity Investments
Massachusetts
$298K +$178K +3,037 +151%
AWM
661
Avaii Wealth Management
Wisconsin
$296K -$483K -8,255 -62%
KP
662
Kitching Partners
Pennsylvania
$296K +$3.1K +53 +1%
JSA
663
Jim Saulnier & Associates
Colorado
$294K +$291K +4,975 New
EFS
664
Essex Financial Services
Connecticut
$288K -$17.6K -300 -6%
SIG
665
Spinnaker Investment Group
California
$288K -$1.05K -18 -0.4%
KAM
666
Kraft Asset Management
Tennessee
$281K -$15.2K -259 -5%
RI
667
Rinkey Investments
California
$279K +$277K +4,733 New
CIA
668
Concurrent Investment Advisors
Florida
$277K -$32.4K -553 -11%
GWM
669
Gitterman Wealth Management
New Jersey
$277K -$102M -1,743,761 -100%
CIA
670
Compass Ion Advisors
Pennsylvania
$276K +$274K +4,683 New
SB
671
Strategic Blueprint
Georgia
$273K +$271K +4,628 New
BFG
672
Berger Financial Group
Minnesota
$267K
PWM
673
PBMares Wealth Management
Virginia
$267K +$5.15K +88 +2%
DWS
674
Dynamic Wealth Strategies
California
$263K +$5.45K +93 +2%
MWM
675
Modern Wealth Management
Kansas
$262K +$3.69K +63 +1%

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.