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Vanguard Short-Term Treasury ETF

904 hedge funds and large institutions have $15.2B invested in Vanguard Short-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 371 increasing their positions, 286 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $2.99M | Put options by funds: $856K

129% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 62

30% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 286

14% more funds holding in top 10

Funds holding in top 10: 100114 (+14)

13% more capital invested

Capital invested by funds: $13.4B → $15.2B (+$1.8B)

7% more funds holding

Funds holding: 842904 (+62)

3.2% more ownership

Funds ownership: 65.28%68.48% (+3.2%)

Holders
904
Holders Change
+62
Holders Change %
+7.36%
% of All Funds
11.91%
Holding in Top 10
114
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14%
% of All Funds
1.5%
New
142
Increased
371
Reduced
286
Closed
62
Calls
$2.99M
Puts
$856K
Net Calls
+$2.13M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BAS
701
Breakthru Advisory Services
Wisconsin
$295K +$296K +5,069 New
AWM
702
Aries Wealth Management
Maine
$295K +$44.9K +770 +18%
JSA
703
Jim Saulnier & Associates
Colorado
$294K +$4.08K +70 +1%
WW
704
Winnow Wealth
Texas
$290K +$293K +5,028 New
SFC
705
Strategic Financial Concepts
Texas
$289K +$290K +4,969 New
IWM
706
IHT Wealth Management
Illinois
$287K -$122K -2,086 -30%
TWC
707
TD Waterhouse Canada
Ontario, Canada
$280K -$26.4K -453 -9%
VAG
708
VisionPoint Advisory Group
Texas
$278K -$29.6K -507 -10%
CFSG
709
Community Financial Services Group
Vermont
$278K -$1.57M -26,947 -85%
KAM
710
Kraft Asset Management
Tennessee
$278K
TFG
711
Tilson Financial Group
New Jersey
$273K -$24.3K -416 -8%
CIA
712
Compass Ion Advisors
Pennsylvania
$272K
UFA
713
Uptown Financial Advisors
Texas
$269K +$270K +4,625 New
SB
714
Strategic Blueprint
Georgia
$267K -$2.16K -37 -0.8%
PWM
715
PBMares Wealth Management
Virginia
$263K
DC
716
Defender Capital
North Carolina
$262K -$43.6M -746,253 -99%
CIA
717
Concurrent Investment Advisors
Florida
$260K -$13.7K -235 -5%
EGA
718
E&G Advisors
Texas
$257K
MA
719
Maxele Advisors
Missouri
$257K +$258K +4,425 New
ACM
720
Avalon Capital Management
California
$257K +$257K +4,409 New
IWA
721
Icon Wealth Advisors
Texas
$256K +$130K +2,224 +102%
MFA
722
McClarren Financial Advisors
Pennsylvania
$255K +$202K +3,464 +372%
DWS
723
Dynamic Wealth Strategies
California
$254K -$5.49K -94 -2%
GWM
724
Gitterman Wealth Management
New Jersey
$252K -$21.1K -361 -8%
PCI
725
Planning Center Inc
Illinois
$251K

VGSH Hedge Fund Activity: Q4 2024 in Review

904 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2024, worth a combined $15.2B — up 13% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new VGSH positions and 62 closed out — a net gain of 80 holders — while 371 added to existing stakes and 286 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.36B. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $196M.

  • 904 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2024, up from 842 in Q3 2024.
  • Funds reported $15.2B of Vanguard Short-Term Treasury ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 142 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2024 and 62 closed out, a net change of +80 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.36B added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2024 was Municipal Employees' Retirement System of Michigan, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2024.