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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
CWM
51
Chemistry Wealth Management
New York
$50.7M +$1.3M +22,526 +3%
OHIS
52
Oak Harvest Investment Services
Texas
$49.2M +$1.62M +28,021 +3%
SWA
53
Strata Wealth Advisors
Texas
$47.5M -$1.2M -20,791 -2%
I2I
54
Insight 2811 Inc
Illinois
$46.4M -$651K -11,272 -1%
ERIM
55
Eagle Ridge Investment Management
Connecticut
$46.3M +$1.05M +18,089 +2%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$45.1M -$30.3M -524,691 -40%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.2M -$925K -16,009 -2%
PSP
58
Pacific Sage Partners
Washington
$44M +$281K +4,870 +0.6%
MIM
59
Miller Investment Management
Pennsylvania
$43.5M +$22M +381,054 +103%
1IA
60
1834 Investment Advisors
Wisconsin
$42.7M +$171K +2,953 +0.4%
Charles Schwab
61
Charles Schwab
California
$41M -$35.7M -617,970 -47%
Osaic Holdings
62
Osaic Holdings
Arizona
$40.7M -$3.95M -68,422 -9%
AA
63
Alta Advisers
United Kingdom
$40.4M -$194K -3,354 -0.5%
NYLIM
64
New York Life Investment Management
New York
$39.5M +$12.2M +210,817 +45%
FG
65
Foster Group
Iowa
$38.6M +$1.53M +26,434 +4%
WDG
66
Wealth Dimensions Group
Ohio
$38.3M +$741K +12,817 +2%
FIA
67
Foundations Investment Advisors
Arizona
$37.7M -$2.06M -35,599 -5%
FWP
68
Falcon Wealth Planning
California
$37.5M +$23.5M +407,414 +170%
VPA
69
Vernal Point Advisors
California
$36.7M -$24.6K -425 -0.1%
Mariner
70
Mariner
Kansas
$36.5M -$807K -13,973 -2%
PPW
71
Presilium Private Wealth
Pennsylvania
$36M +$5.36M +92,744 +18%
CCWA
72
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$35.4M +$2.29M +39,635 +7%
Nomura Asset Management
73
Nomura Asset Management
Japan
$33.3M +$33.2M +573,700 New
AIM
74
AMI Investment Management
Indiana
$33.1M +$1.84M +31,893 +6%
OCG
75
Opus Capital Group
Ohio
$31.9M +$845K +14,620 +3%

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.