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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
AFG
676
Albion Financial Group
Utah
$262K +$22.7K +388 +10%
EGA
677
E&G Advisors
Texas
$261K
JCM
678
Jacobi Capital Management
Pennsylvania
$255K -$24.4K -417 -9%
PCI
679
Planning Center Inc
Illinois
$255K
GM
680
GeoWealth Management
Illinois
$255K +$4.69K +80 +2%
AWM
681
Aries Wealth Management
Maine
$253K
MYIA
682
Mount Yale Investment Advisors
Colorado
$252K +$250K +4,262 New
JCM
683
Jacobsen Capital Management
Utah
$250K -$43.5K -742 -15%
MWA
684
MFA Wealth Advisors
Pennsylvania
$250K
MWM
685
Meritas Wealth Management
California
$246K +$5.74K +98 +2%
SA
686
SpiderRock Advisors
Delaware
$244K -$8.38K -143 -3%
SOS
687
Silver Oak Securities
Tennessee
$243K +$410 +7 +0.2%
CFB
688
Cullen/Frost Bankers
Texas
$243K +$76K +1,298 +46%
FCM
689
Fourpath Capital Management
Oklahoma
$242K
SFMG
690
Sage Financial Management Group
Virginia
$241K
OA
691
Operose Advisors
Wisconsin
$241K +$234K +3,990 +4,385%
CA
692
CGN Advisors
Kansas
$240K -$54.2K -925 -19%
LPAM
693
Lodestar Private Asset Management
California
$239K -$81.8K -1,397 -26%
BWM
694
Brickley Wealth Management
California
$237K
JWM
695
JFG Wealth Management
Colorado
$237K
NFP
696
Narus Financial Partners
Utah
$236K
IA
697
Inspire Advisors
Idaho
$233K -$797K -13,614 -77%
ASBI
698
American State Bank (Iowa)
Iowa
$233K
MWM
699
Merriman Wealth Management
Washington
$232K +$19.2K +328 +9%
DWP
700
Destiny Wealth Partners
Florida
$232K

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.