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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
I
701
IMPACTfolio
Colorado
$231K +$2.99K +51 +1%
ECM
702
EMC Capital Management
Texas
$230K +$345K +5,894 +98,233%
MPW
703
MGO Private Wealth
California
$229K
OWM
704
OneAscent Wealth Management
Alabama
$229K -$9.64M -164,630 -98%
CCM
705
Crabel Capital Management
California
$228K +$227K +3,871 New
BTIM
706
BancFirst Trust & Investment Management
Oklahoma
$228K +$226K +3,864 New
BWM
707
Buska Wealth Management
Wisconsin
$226K -$21.6K -368 -9%
AFG
708
ABLE Financial Group
Arizona
$224K -$281K -4,805 -56%
NC
709
Napatree Capital
Rhode Island
$224K
OWA
710
Opal Wealth Advisors
New York
$222K +$2.17K +37 +1%
SL
711
SWMG LLC
Texas
$219K +$221K +3,766 New
AG
712
AlTi Global
New York
$218K
SPWM
713
Schrum Private Wealth Management
Florida
$217K +$215K +3,678 New
MFG
714
Monumental Financial Group
Maryland
$217K -$530K -9,054 -71%
MHC
715
Meyer Handelman Company
New York
$215K +$213K +3,644 New
IWS
716
Integrity Wealth Solutions
Colorado
$215K +$2.23K +38 +1%
AG
717
Ascent Group
Virginia
$213K +$211K +3,611 New
HDIM
718
Hanson & Doremus Investment Management
Vermont
$213K -$163K -2,782 -44%
FBT
719
First Bankers Trust
Kentucky
$212K +$211K +3,595 New
AWMNH
720
Arcadia Wealth Management (New Hampshire)
New Hampshire
$212K -$49.3K -842 -19%
B
721
Bellecapital
Switzerland
$210K -$77.1K -1,317 -27%
AIA
722
Arcadia Investment Advisors
Idaho
$207K
TIAM2
723
Tru Independence Asset Management 2
Oregon
$207K +$206K +3,510 New
DFG
724
Delta Financial Group
New Jersey
$204K
SB
725
Simmons Bank
Arkansas
$202K +$201K +3,430 New

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.