VGSH icon

Vanguard Short-Term Treasury ETF

894 hedge funds and large institutions have $15.1B invested in Vanguard Short-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 370 increasing their positions, 286 reducing their positions, and 59 closing their positions.

Holders
894
Holders Change
+56
Holders Change %
+6.68%
% of All Funds
11.91%
Holding in Top 10
111
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+12.12%
% of All Funds
1.48%
New
134
Increased
370
Reduced
286
Closed
59
Calls
$2.99M
Puts
$856K
Net Calls
+$2.13M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$52.3M -$615K -10,576 -1%
SWA
52
Strata Wealth Advisors
Texas
$51.7M +$1.72M +29,511 +3%
ERIM
53
Eagle Ridge Investment Management
Connecticut
$51.3M +$1.79M +30,829 +4%
MWM
54
Merriman Wealth Management
Washington
$49.2M +$49M +842,087 +21,433%
CWA
55
Cornerstone Wealth Advisors
Minnesota
$48.2M +$2.27M +38,949 +5%
TPW
56
Talon Private Wealth
Florida
$46.2M -$14.6M -250,836 -24%
OHIS
57
Oak Harvest Investment Services
Texas
$46.1M +$1.9M +32,662 +4%
1IA
58
1834 Investment Advisors
Wisconsin
$45M -$1.12M -19,236 -2%
PSP
59
Pacific Sage Partners
Washington
$45M +$1.02M +17,556 +2%
Ameriprise
60
Ameriprise
Minnesota
$44.9M -$51.2M -880,511 -53%
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.1M -$12.7K -219 -0%
I2I
62
Insight 2811 Inc
Illinois
$43.7M -$622K -10,694 -1%
Charles Schwab
63
Charles Schwab
California
$43.6M +$1.8M +30,856 +4%
BCM
64
Brookstone Capital Management
Illinois
$42.9M -$14.1M -242,272 -25%
WDG
65
Wealth Dimensions Group
Ohio
$41.8M +$1.46M +25,061 +4%
VPA
66
Vernal Point Advisors
California
$41.5M +$7.46M +128,182 +22%
FWP
67
Falcon Wealth Planning
California
$41.3M +$2.1M +36,070 +5%
CCWA
68
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$41.3M +$2.57M +44,169 +7%
FG
69
Foster Group
Iowa
$40.8M +$1.53M +26,380 +4%
PPW
70
Presilium Private Wealth
Pennsylvania
$40.8M +$1.93M +33,250 +5%
SWM
71
Spire Wealth Management
Virginia
$39.7M +$1.24M +21,274 +3%
AIM
72
AMI Investment Management
Indiana
$39.3M +$5.49M +94,394 +16%
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
$37.5M +$18.7M +322,042 +100%
Mariner
74
Mariner
Kansas
$36.6M +$1.42M +24,372 +4%
ML
75
Mayport LLC
Massachusetts
$36.4M +$5.48M +94,223 +18%