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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+56
Holders Change %
+6.68%
% of All Funds
11.9%
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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.19B
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$853M
3
MCM
MAI Capital Management
Ohio
$81.7M
4
Morgan Stanley
Morgan Stanley
New York
$1.27B
5
BTI
Blue Trust Inc
Georgia
$200M

Top Sellers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$14.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$35.4M
3
PCIG
Partners Capital Investment Group
Massachusetts
$144M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$195M
5
Goldman Sachs
Goldman Sachs
New York
$306M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
726
Berger Financial Group
Minnesota
$244K -$19K -326 -7%
ML
727
McAdam LLC
Pennsylvania
$244K +$244K +4,193 New
GVIC
728
Global Value Investment Corporation
Wisconsin
$241K +$241K +4,135 New
FCM
729
Fourpath Capital Management
Oklahoma
$239K – – –
BTIM
730
BancFirst Trust & Investment Management
Oklahoma
$238K +$13.7K +235 +6%
JCM
731
Jacobi Capital Management
Pennsylvania
$238K -$13.1K -225 -5%
MWM
732
Modern Wealth Management
Kansas
$236K -$22.3K -384 -9%
BWM
733
Brickley Wealth Management
California
$233K – – –
CAM
734
Clark Asset Management
New Hampshire
$233K +$233K +4,001 New
NFP
735
Narus Financial Partners
Utah
$233K – – –
TFS
736
Thoroughbred Financial Services
Tennessee
$231K +$231K +3,973 New
JWM
737
JFG Wealth Management
Colorado
$230K -$3.08K -53 -1%
PWM
738
Parkworth Wealth Management
California
$229K +$229K +3,934 New
DWP
739
Destiny Wealth Partners
Florida
$228K – – –
GM
740
GeoWealth Management
Illinois
$228K -$23.7K -407 -9%
MPW
741
MGO Private Wealth
California
$226K – – –
GPW
742
Genesis Private Wealth
Virginia
$226K +$226K +3,883 New
BWS
743
Broadway Wealth Solutions
Texas
$225K +$225K +3,868 New
HDIM
744
Hanson & Doremus Investment Management
Vermont
$225K +$15.2K +261 +7%
I
745
IMPACTfolio
Colorado
$224K -$3.2K -55 -1%
AFG
746
ABLE Financial Group
Arizona
$221K – – –
NC
747
Napatree Capital
Rhode Island
$221K – – –
CWA
748
Canvas Wealth Advisors
Kansas
$219K +$219K +3,764 New
IA
749
Inspire Advisors
Idaho
$217K -$13.1K -225 -6%
KP
750
Kitching Partners
Pennsylvania
$217K -$74.9K -1,288 -26%
28 29
30
31 32