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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
NPT
726
National Philanthropic Trust
Pennsylvania
$249K +$250K +4,285 New
LPAM
727
Lodestar Private Asset Management
California
$248K +$12.8K +219 +5%
CA
728
CGN Advisors
Kansas
$247K +$10.5K +180 +4%
MWM
729
Meritas Wealth Management
California
$247K +$5.08K +87 +2%
AWM
730
Apollon Wealth Management
South Carolina
$245K +$245K +4,206 New
UWS
731
Unique Wealth Strategies
Illinois
$244K +$245K +4,200 New
BFG
732
Berger Financial Group
Minnesota
$244K -$19K -326 -7%
ML
733
McAdam LLC
Pennsylvania
$244K +$245K +4,193 New
GVIC
734
Global Value Investment Corporation
Wisconsin
$241K +$241K +4,135 New
FCM
735
Fourpath Capital Management
Oklahoma
$239K
BTIM
736
BancFirst Trust & Investment Management
Oklahoma
$238K +$13.7K +235 +6%
JCM
737
Jacobi Capital Management
Pennsylvania
$238K -$13.1K -225 -5%
MWM
738
Modern Wealth Management
Kansas
$236K -$22.4K -384 -9%
BWM
739
Brickley Wealth Management
California
$233K
CAM
740
Clark Asset Management
New Hampshire
$233K +$234K +4,001 New
NFP
741
Narus Financial Partners
Utah
$233K
TFS
742
Thoroughbred Financial Services
Tennessee
$231K +$232K +3,973 New
JWM
743
JFG Wealth Management
Colorado
$230K -$3.09K -53 -1%
PWM
744
Parkworth Wealth Management
California
$229K +$230K +3,934 New
DWP
745
Destiny Wealth Partners
Florida
$228K
GM
746
GeoWealth Management
Illinois
$228K -$23.8K -407 -9%
MPW
747
MGO Private Wealth
California
$226K
GPW
748
Genesis Private Wealth
Virginia
$226K +$227K +3,883 New
BWS
749
Broadway Wealth Solutions
Texas
$225K +$226K +3,868 New
HDIM
750
Hanson & Doremus Investment Management
Vermont
$225K +$15.2K +261 +7%

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.