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Vanguard Short-Term Treasury ETF

844 hedge funds and large institutions have $13.1B invested in Vanguard Short-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 347 increasing their positions, 307 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $6.14M

24% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 72

13% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 307

1% more funds holding

Funds holding: 839844 (+5)

0% more funds holding in top 10

Funds holding in top 10: 108108 (0)

0.51% less ownership

Funds ownership: 67.43%66.92% (-0.51%)

4% less capital invested

Capital invested by funds: $13.7B → $13.1B (-$582M)

Holders
844
Holders Change
+5
Holders Change %
+0.6%
% of All Funds
12.19%
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.56%
New
89
Increased
347
Reduced
307
Closed
72
Calls
$11.5M
Puts
$6.14M
Net Calls
+$5.33M
Net Calls Change
-$920K
Name Holding Trade Value Shares
Change
Change in
Stake
OHWA
676
Oak Hill Wealth Advisors
Virginia
$270K +$269K +4,652 New
TA
677
TFB Advisors
Kansas
$265K -$29.3K -507 -10%
BFG
678
Berger Financial Group
Minnesota
$262K
AWM
679
Apollon Wealth Management
South Carolina
$262K -$85.2K -1,475 -25%
SOS
680
Silver Oak Securities
Tennessee
$261K -$520 -9 -0.2%
AWMNH
681
Arcadia Wealth Management (New Hampshire)
New Hampshire
$257K +$36.4K +630 +17%
PWM
682
PBMares Wealth Management
Virginia
$257K
EGA
683
E&G Advisors
Texas
$257K
D
684
Dentgroup
Louisiana
$254K -$203K -3,505 -44%
MWM
685
Modern Wealth Management
Kansas
$254K -$229K -3,956 -47%
DWS
686
Dynamic Wealth Strategies
California
$253K +$81.5K +1,410 +48%
FA
687
FSA Advisors
Michigan
$252K -$17.2K -297 -6%
PCI
688
Planning Center Inc
Illinois
$251K
AWM
689
Aries Wealth Management
Maine
$249K +$5.95K +103 +2%
SA
690
SpiderRock Advisors
Delaware
$248K -$23.6K -409 -9%
GM
691
GeoWealth Management
Illinois
$246K -$4.1K -71 -2%
MWA
692
MFA Wealth Advisors
Pennsylvania
$246K +$245K +4,240 New
BWM
693
Buska Wealth Management
Wisconsin
$243K -$129K -2,237 -35%
Susquehanna International Group
694
Susquehanna International Group
Pennsylvania
$242K -$3.64M -62,996 -94%
VAG
695
VisionPoint Advisory Group
Texas
$241K +$23.2K +402 +11%
PCA
696
Prosperity Capital Advisors
Ohio
$239K -$100K -1,735 -30%
FCM
697
Fourpath Capital Management
Oklahoma
$238K -$1.68K -29 -0.7%
SFMG
698
Sage Financial Management Group
Virginia
$237K -$70.1K -1,213 -23%
MWM
699
Meritas Wealth Management
California
$236K +$1.04K +18 +0.4%
AFG
700
Albion Financial Group
Utah
$234K -$77K -1,332 -25%

VGSH Hedge Fund Activity: Q2 2024 in Review

844 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q2 2024, worth a combined $13.1B — down 4.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VGSH positions and 72 closed out — a net gain of 17 holders — while 347 added to existing stakes and 307 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $117M. The largest seller was JP Morgan Chase, cutting an estimated $780M.

  • 844 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q2 2024, up from 839 in Q1 2024.
  • Funds reported $13.1B of Vanguard Short-Term Treasury ETF stock for Q2 2024, down 4.2% quarter-over-quarter.
  • 89 funds opened new Vanguard Short-Term Treasury ETF positions in Q2 2024 and 72 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q2 2024 was Partners Capital Investment Group, an estimated $117M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q2 2024 was JP Morgan Chase, an estimated $780M sold.

Based on aggregated 13F filings for Q2 2024.