VGSH icon

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.

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
1
NorthRock Partners
Minnesota
$165M
2
JHU
2
Johns Hopkins University
Maryland
$122M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$223M
4
BCM
4
Brookstone Capital Management
Illinois
$57.8M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$53.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$842M
2
Wells Fargo
2
Wells Fargo
California
$189M
3
GWM
3
Gitterman Wealth Management
New Jersey
$277K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$296M
5
Goldman Sachs
5
Goldman Sachs
New York
$396M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
51
Empirical Wealth Management
Washington
$53.5M +$1.75M +29,728 +3%
Kovitz Investment Group Partners
52
Kovitz Investment Group Partners
Illinois
$53.3M +$52.4M +894,345 +6,213%
Osaic Holdings
53
Osaic Holdings
Arizona
$53M +$11.6M +196,578 +28%
CWM
54
Chemistry Wealth Management
New York
$52.9M +$1.29M +21,933 +3%
MFG
55
Merit Financial Group
Georgia
$51.7M -$7.07M -119,731 -12%
SWA
56
Strata Wealth Advisors
Texas
$50.7M +$2.34M +39,568 +5%
ERIM
57
Eagle Ridge Investment Management
Connecticut
$50.2M +$3.09M +52,275 +7%
NYLIM
58
New York Life Investment Management
New York
$47.5M +$7.35M +124,537 +18%
1IA
59
1834 Investment Advisors
Wisconsin
$46.8M +$3.29M +55,764 +8%
CWA
60
Cornerstone Wealth Advisors
Minnesota
$46.6M -$25.1M -425,004 -35%
AAG
61
Armstrong Advisory Group
Massachusetts
$45.5M +$43.5M +736,550 +2,126%
I2I
62
Insight 2811 Inc
Illinois
$44.9M -$2.28M -38,574 -5%
OHIS
63
Oak Harvest Investment Services
Texas
$44.8M -$5.29M -89,634 -11%
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.8M -$225K -3,813 -0.5%
PSP
65
Pacific Sage Partners
Washington
$44.6M -$161K -2,730 -0.4%
DC
66
Defender Capital
North Carolina
$44.3M -$8.83M -149,566 -17%
Charles Schwab
67
Charles Schwab
California
$42.5M +$749K +12,684 +2%
WDG
68
Wealth Dimensions Group
Ohio
$40.9M +$1.99M +33,716 +5%
AA
69
Alta Advisers
United Kingdom
$40.2M -$873K -14,797 -2%
FG
70
Foster Group
Iowa
$39.8M +$562K +9,529 +1%
FWP
71
Falcon Wealth Planning
California
$39.8M +$1.58M +26,789 +4%
PPW
72
Presilium Private Wealth
Pennsylvania
$39.4M +$2.76M +46,750 +8%
CCWA
73
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39.3M +$3.28M +55,567 +9%
SWM
74
Spire Wealth Management
Virginia
$39M +$21.2M +359,716 +119%
Mariner
75
Mariner
Kansas
$35.6M -$1.52M -25,733 -4%
1 2
3
4 5