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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
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$52.3M -$617K -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 +$1.8M +30,829 +4%
MWM
54
Merriman Wealth Management
Washington
$49.2M +$49.1M +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 +$1.91M +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 -$51.4M -880,511 -53%
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.1M -$12.8K -219 -0%
I2I
62
Insight 2811 Inc
Illinois
$43.7M -$624K -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 +$7.48M +128,182 +22%
FWP
67
Falcon Wealth Planning
California
$41.3M +$2.11M +36,070 +5%
CCWA
68
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$41.3M +$2.58M +44,169 +7%
FG
69
Foster Group
Iowa
$40.8M +$1.54M +26,380 +4%
PPW
70
Presilium Private Wealth
Pennsylvania
$40.8M +$1.94M +33,250 +5%
SWM
71
Spire Wealth Management
Virginia
$39.7M +$1.24M +21,274 +3%
AIM
72
AMI Investment Management
Indiana
$39.3M +$5.51M +94,394 +16%
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
$37.5M +$18.8M +322,042 +100%
Mariner
74
Mariner
Kansas
$36.6M +$1.42M +24,372 +4%
ML
75
Mayport LLC
Massachusetts
$36.4M +$5.5M +94,223 +18%

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.