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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
AAS
701
Ameritas Advisory Services
Nebraska
$233K +$233K +4,025 New
BWM
702
Brickley Wealth Management
California
$232K
JWM
703
JFG Wealth Management
Colorado
$232K +$232K +4,008 New
NFP
704
Narus Financial Partners
Utah
$232K -$82.9K -1,435 -26%
ASBI
705
American State Bank (Iowa)
Iowa
$229K
DWP
706
Destiny Wealth Partners
Florida
$228K
MPW
707
MGO Private Wealth
California
$225K
TWM
708
Trinity Wealth Management
Pennsylvania
$225K -$3.24K -56 -1%
I
709
IMPACTfolio
Colorado
$224K -$8.61K -149 -4%
IWM
710
IHT Wealth Management
Illinois
$224K -$172K -2,979 -44%
LFAS
711
Level Four Advisory Services
Texas
$222K -$4.21M -72,895 -95%
NC
712
Napatree Capital
Rhode Island
$220K
CMP
713
Coston McIsaac & Partners
Maine
$218K +$1.79K +31 +0.8%
SRSA
714
S.R. Schill & Associates
Washington
$217K +$2.02K +35 +0.9%
OWA
715
Opal Wealth Advisors
New York
$216K -$111K -1,925 -34%
AG
716
AlTi Global
New York
$214K -$5.14K -89 -2%
IWS
717
Integrity Wealth Solutions
Colorado
$209K +$2.2K +38 +1%
MWM
718
Merriman Wealth Management
Washington
$209K +$208K +3,601 New
BDWCC
719
B&D White Capital Company
Texas
$208K
UCB
720
United Community Bank
South Carolina
$206K +$24.4K +422 +13%
SJL
721
Shayne & Jacobs LLC
Tennessee
$206K -$54.9K -950 -21%
CWAG
722
Compton Wealth Advisory Group
Virginia
$205K +$205K +3,539 New
AIA
723
Arcadia Investment Advisors
Idaho
$204K -$5.95K -103 -3%
PFPT
724
Pinnacle Financial Partners (Tennessee)
Tennessee
$202K
IWA
725
IVC Wealth Advisors
Pennsylvania
$201K -$8.38K -145 -4%

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.