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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
VWWMG
826
Vermillion & White Wealth Management Group
Pennsylvania
$6.26K
TRCT
827
Tower Research Capital (TRC)
New York
$6.2K +$644 +11 +12%
TCM
828
TruNorth Capital Management
Michigan
$6.02K +$5.97K +102 New
CT
829
Clearstead Trust
Maine
$5.96K
RS
830
Rakuten Securities
Japan
$5.96K +$3.51K +60 +146%
AEPWM
831
Atlantic Edge Private Wealth Management
Florida
$5.55K -$37.5K -641 -87%
BCMLT
832
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.13K
RCM
833
Raleigh Capital Management
North Carolina
$3.95K +$3.92K +67 New
MCI
834
MRP Capital Investments
Georgia
$3.37K +$3.34K +57 New
TCM
835
Tradewinds Capital Management
Washington
$3.25K +$3.22K +55 New
WOSD
836
WFA of San Diego
California
$2.07K
PP
837
PrairieView Partners
Minnesota
$2K -$351 -6 -13%
Bessemer Group
838
Bessemer Group
New Jersey
$2K +$1.52K +26 New
OIA
839
Optimum Investment Advisors
Illinois
$1.95K
BL
840
Balentine LLC
Georgia
$1.31K -$2.3M -39,351 -100%
GWSG
841
GPS Wealth Strategies Group
Colorado
$1.06K +$1.05K +18 New
NMG
842
New Millennium Group
Utah
$531 -$117 -2 -18%
DWM
843
Darwin Wealth Management
Florida
$354 +$351 +6 New
CMP
844
Coston McIsaac & Partners
Maine
$223 +$1.87K +32 +0.9%
SWM
845
Sanctuary Wealth Management
Idaho
$118 +$117 +2 New
MFA
846
McClarren Financial Advisors
Pennsylvania
$54 +$51.1K +873 +1,532%
CWP
847
Concord Wealth Partners
Virginia
$2 -$27.2K -464 Closed
OFS
848
OneAscent Financial Services
Alabama
-$10.4M -179,979 Closed
MIFH
849
Migdal Insurance & Financial Holdings
Israel
-$7.93M -136,683 Closed
AWM
850
Angeles Wealth Management
California
-$6.72M -115,860 Closed

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.