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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
CHA
801
Carmichael Hill & Associates
Maryland
$23.4K
NRC
802
New Republic Capital
North Carolina
$22.3K
MCA
803
Maryland Capital Advisors
Maryland
$22.3K
CT
804
Caldwell Trust
Florida
$20.3K +$20.2K +350 New
TH
805
TCTC Holdings
Texas
$19.8K
KFI
806
Key Financial Inc
Pennsylvania
$18.3K
AT
807
Avalon Trust
New Mexico
$17.5K
MSFP
808
Mark Sheptoff Financial Planning
Connecticut
$17.4K +$7.51K +130 +76%
PCMC
809
Private Capital Management (Colorado)
Colorado
$17.2K -$13.1K -227 -43%
JWA
810
JFS Wealth Advisors
Pennsylvania
$15.9K -$7.22K -125 -31%
IRC
811
Investors Research Corp
Georgia
$14.8K
FWP
812
FAS Wealth Partners
Kansas
$14.7K
ADL
813
Asset Dedication LLC
California
$13K
GI
814
Gradient Investments
Minnesota
$12.1K +$12.1K +209 New
CAL
815
Capital Analysts LLC
Pennsylvania
$12K
MLA
816
MB, Levis & Associates
Pennsylvania
$11.7K +$116 +2 +1%
TCWA
817
Turtle Creek Wealth Advisors
Texas
$10.8K +$10.7K +186 New
OCM
818
Orion Capital Management
California
$10.5K +$3.47K +60 +50%
CIA
819
Cape Investment Advisory
Georgia
$10.4K
FPF
820
First Pacific Financial
Washington
$10.4K +$58 +1 +0.6%
SIC
821
Salem Investment Counselors
North Carolina
$10K -$192K -3,331 -95%
FM
822
Family Management
New York
$9.28K
MWA
823
Moser Wealth Advisors
Washington
$8.12K
CPG
824
Cornerstone Planning Group
New Jersey
$7.98K +$2.31K +40 +42%
CP
825
Castleview Partners
Texas
$7.42K +$3.76K +65 +103%

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.