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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

838 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, 370 increasing their positions, 289 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
838
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
12.12%
Holding in Top 10
99
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.48%
% of All Funds
1.43%
New
79
Increased
370
Reduced
289
Closed
63
Calls
$6.33M
Puts
$6.69M
Net Calls
-$365K
Net Calls Change
-$5.69M

Top Buyers

1
NP
NorthRock Partners
Minnesota
+$163M
2
JHU
Johns Hopkins University
Maryland
+$122M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$56.2M
4
BCM
Brookstone Capital Management
Illinois
+$53.4M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$52.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$304M
2
Wells Fargo
Wells Fargo
California
-$150M
3
GWM
Gitterman Wealth Management
New Jersey
-$103M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$91.6M
5
Goldman Sachs
Goldman Sachs
New York
-$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
676
Jacobi Capital Management
Pennsylvania
$255K -$24.6K -417 -9%
PCI
677
Planning Center Inc
Illinois
$255K – – –
GM
678
GeoWealth Management
Illinois
$255K +$4.72K +80 +2%
AWM
679
Aries Wealth Management
Maine
$253K – – –
MYIA
680
Mount Yale Investment Advisors
Colorado
$252K +$252K +4,262 New
JCM
681
Jacobsen Capital Management
Utah
$250K -$43.8K -742 -15%
MWA
682
MFA Wealth Advisors
Pennsylvania
$250K – – –
MWM
683
Meritas Wealth Management
California
$246K +$5.78K +98 +2%
SA
684
SpiderRock Advisors
Delaware
$244K -$8.44K -143 -3%
SOS
685
Silver Oak Securities
Tennessee
$243K +$377 +7 +0.2%
CFB
686
Cullen/Frost Bankers
Texas
$243K +$76.6K +1,298 +46%
FCM
687
Fourpath Capital Management
Oklahoma
$242K – – –
SFMG
688
Sage Financial Management Group
Virginia
$241K – – –
OA
689
Operose Advisors
Wisconsin
$241K +$235K +3,990 +4,385%
CA
690
CGN Advisors
Kansas
$240K -$54.6K -925 -19%
LPAM
691
Lodestar Private Asset Management
California
$239K -$82.4K -1,397 -26%
BWM
692
Brickley Wealth Management
California
$237K – – –
JWM
693
JFG Wealth Management
Colorado
$237K – – –
NFP
694
Narus Financial Partners
Utah
$236K – – –
IA
695
Inspire Advisors
Idaho
$233K -$803K -13,614 -77%
MWM
696
Merriman Wealth Management
Washington
$232K +$19.4K +328 +9%
DWP
697
Destiny Wealth Partners
Florida
$232K – – –
I
698
IMPACTfolio
Colorado
$231K +$3.01K +51 +1%
ECM
699
EMC Capital Management
Texas
$230K +$230K +5,894 +98,233%
MPW
700
MGO Private Wealth
California
$229K – – –
26 27
28
29 30