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Vanguard Short-Term Treasury ETF

844 hedge funds and large institutions have $13.1B invested in Vanguard Short-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 347 increasing their positions, 307 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $6.14M

24% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 72

13% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 307

1% more funds holding

Funds holding: 839844 (+5)

0% more funds holding in top 10

Funds holding in top 10: 108108 (0)

0.51% less ownership

Funds ownership: 67.43%66.92% (-0.51%)

4% less capital invested

Capital invested by funds: $13.7B → $13.1B (-$582M)

Holders
844
Holders Change
+5
Holders Change %
+0.6%
% of All Funds
12.19%
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.56%
New
89
Increased
347
Reduced
307
Closed
72
Calls
$11.5M
Puts
$6.14M
Net Calls
+$5.33M
Net Calls Change
-$920K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
751
Global Retirement Partners
California
$120K -$7.05K -122 -6%
FMP
752
Financial Management Professionals
Texas
$120K -$24.5K -424 -17%
RWMG
753
Redwood Wealth Management Group
New Jersey
$117K +$116K +2,014 New
Fidelity Investments
754
Fidelity Investments
Massachusetts
$116K -$51.7K -895 -31%
TWP
755
Triad Wealth Partners
Kansas
$112K +$112K +1,939 New
LB
756
Legacy Bridge
Iowa
$110K
PP
757
Pacifica Partners
Canada
$107K -$18.8K -326 -15%
A
758
Allianz
Germany
$98.6K
WP
759
WealthShield Partners
North Carolina
$98.1K -$32K -553 -25%
IAIM
760
International Assets Investment Management
Florida
$95.8K +$95.5K +1,653 New
OLVIG
761
Oliver Lagore Vanvalin Investment Group
Michigan
$95.4K +$9.42K +163 +11%
GWMI
762
Guardian Wealth Management (Illinois)
Illinois
$94.6K -$8.9K -154 -9%
BWAM
763
Boyd Watterson Asset Management
Ohio
$94.5K -$34.3K -594 -27%
CBT
764
Central Bank & Trust
Kentucky
$91.3K
USB
765
Union Savings Bank
Connecticut
$85.8K
SWM
766
Sugarloaf Wealth Management
Georgia
$83.6K +$867 +15 +1%
TLCM
767
Twin Lakes Capital Management
California
$78.8K -$249K -4,309 -76%
WTC
768
WhitTier Trust Company
Nevada
$73.9K
NA
769
Nordwand Advisors
Pennsylvania
$73.2K
GIA
770
GHP Investment Advisors
Colorado
$71.9K +$71.6K +1,239 New
ACM
771
Anfield Capital Management
California
$68.7K +$68.4K +1,184 New
MFC
772
Morris Financial Concepts
South Carolina
$68.5K +$9.42K +163 +16%
IFAM
773
Institutional & Family Asset Management
Colorado
$65.2K
FG
774
Fairman Group
Pennsylvania
$65.1K +$4.97K +86 +8%
SIS
775
Sound Income Strategies
Florida
$64.8K +$19K +329 +42%

VGSH Hedge Fund Activity: Q2 2024 in Review

844 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q2 2024, worth a combined $13.1B — down 4.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VGSH positions and 72 closed out — a net gain of 17 holders — while 347 added to existing stakes and 307 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $117M. The largest seller was JP Morgan Chase, cutting an estimated $780M.

  • 844 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q2 2024, up from 839 in Q1 2024.
  • Funds reported $13.1B of Vanguard Short-Term Treasury ETF stock for Q2 2024, down 4.2% quarter-over-quarter.
  • 89 funds opened new Vanguard Short-Term Treasury ETF positions in Q2 2024 and 72 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q2 2024 was Partners Capital Investment Group, an estimated $117M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q2 2024 was JP Morgan Chase, an estimated $780M sold.

Based on aggregated 13F filings for Q2 2024.