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Vanguard Short-Term Treasury ETF

842 hedge funds and large institutions have $13.4B invested in Vanguard Short-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 371 increasing their positions, 290 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 290

22% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 65

2% more capital invested

Capital invested by funds: $13.1B → $13.4B (+$251M)

0% less funds holding

Funds holding: 844842 (-2)

5% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $6.69M

1.64% less ownership

Funds ownership: 66.92%65.28% (-1.6%)

7% less funds holding in top 10

Funds holding in top 10: 108100 (-8)

Holders
842
Holders Change
-2
Holders Change %
-0.24%
% of All Funds
12.09%
Holding in Top 10
100
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.41%
% of All Funds
1.44%
New
79
Increased
371
Reduced
290
Closed
65
Calls
$6.33M
Puts
$6.69M
Net Calls
-$365K
Net Calls Change
-$5.69M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
776
AssetMark Inc
California
$69.7K -$20.5M -350,719 -100%
FG
777
Fairman Group
Pennsylvania
$66.3K
LWANC
778
Laurel Wealth Advisors (North Carolina)
North Carolina
$58.4K
SS
779
Sunbelt Securities
Texas
$56.8K +$20.1K +344 +56%
MM
780
Main Management
California
$56K
S
781
Syntrinsic
Colorado
$55.3K +$586 +10 +1%
BWL
782
Bogart Wealth LLC
Virginia
$53.1K
IHWM
783
Iron Horse Wealth Management
Iowa
$53.1K
VNIM
784
Vaughan Nelson Investment Management
Texas
$52K
PFM
785
Phillips Financial Management
Indiana
$50.6K
SAM
786
S.A. Mason
Michigan
$48.4K +$12.9K +220 +37%
AIC
787
Archer Investment Corporation
Indiana
$48.3K +$48K +819 New
NSIM
788
North Star Investment Management
Illinois
$47.4K +$469 +8 +1%
BBHC
789
Brown Brothers Harriman & Co
New York
$47.2K +$2.58K +44 +6%
EWP
790
Elevation Wealth Partners
California
$45.4K +$176 +3 +0.4%
MHR
791
Matthew Hamilton Rosenberg
$44.7K +$44.4K +758 New
GBT
792
Grove Bank & Trust
Florida
$44K +$1.46K +25 +3%
SIS
793
Sound Income Strategies
Florida
$43.7K -$22.1K -377 -34%
CAS
794
Coppell Advisory Solutions
Texas
$43.4K +$14.6K +249 +51%
CLOS
795
Compagnie Lombard Odier SCmA
Switzerland
$42.8K +$42.5K +725 New
CWC
796
Carolinas Wealth Consulting
North Carolina
$42.6K +$293 +5 +0.7%
CT
797
Colonial Trust
South Carolina
$41.1K -$7.03K -120 -15%
FM
798
Family Management
New York
$39.7K +$30K +512 +320%
CA
799
Continuum Advisory
Idaho
$38.2K +$1.23K +21 +3%
DF
800
DecisionPoint Financial
Arizona
$33.1K

VGSH Hedge Fund Activity: Q3 2024 in Review

842 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q3 2024, worth a combined $13.4B — up 1.9% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VGSH positions and 65 closed out — a net gain of 14 holders — while 371 added to existing stakes and 290 trimmed.

The largest buyer was NorthRock Partners, adding an estimated $162M. The largest seller was JP Morgan Chase, cutting an estimated $302M.

  • 842 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q3 2024, down from 844 in Q2 2024.
  • Funds reported $13.4B of Vanguard Short-Term Treasury ETF stock for Q3 2024, up 1.9% quarter-over-quarter.
  • 79 funds opened new Vanguard Short-Term Treasury ETF positions in Q3 2024 and 65 closed out, a net change of +14 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q3 2024 was NorthRock Partners, an estimated $162M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q3 2024 was JP Morgan Chase, an estimated $302M sold.

Based on aggregated 13F filings for Q3 2024.