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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
TA
876
TFB Advisors
Kansas
-$265K -4,574 Closed
AWM
877
Apollon Wealth Management
South Carolina
-$262K -4,519 Closed
D
878
Dentgroup
Louisiana
-$254K -4,377 Closed
TWM
879
Trinity Wealth Management
Pennsylvania
-$225K -3,874 Closed
LFAS
880
Level Four Advisory Services
Texas
-$222K -3,836 Closed
SRSA
881
S.R. Schill & Associates
Washington
-$217K -3,745 Closed
PFPT
882
Pinnacle Financial Partners (Tennessee)
Tennessee
-$202K -3,475 Closed
IWA
883
IVC Wealth Advisors
Pennsylvania
-$201K -3,473 Closed
KWM
884
Kingsview Wealth Management
Oregon
-$200K -3,449 Closed
TWD
885
True Wealth Design
Ohio
-$131K -2,266 Closed
GPI
886
General Partner Inc
Pennsylvania
-$130K -2,250 Closed
RWMG
887
Redwood Wealth Management Group
New Jersey
-$117K -2,014 Closed
TWP
888
Triad Wealth Partners
Kansas
-$112K -1,939 Closed
A
889
Allianz
Germany
-$98.6K -1,700 Closed
IAIM
890
International Assets Investment Management
Florida
-$95.8K -1,653 Closed
CBT
891
Central Bank & Trust
Kentucky
-$91.3K -1,574 Closed
NA
892
Nordwand Advisors
Pennsylvania
-$73.2K -1,262 Closed
PCMC
893
Private Capital Management (Colorado)
Colorado
-$17.2K -296 Closed
GI
894
Gradient Investments
Minnesota
-$12.1K -209 Closed
TCWA
895
Turtle Creek Wealth Advisors
Texas
-$10.8K -186 Closed
OCM
896
Orion Capital Management
California
-$10.5K -181 Closed
FPF
897
First Pacific Financial
Washington
-$10.4K -180 Closed
MWA
898
Moser Wealth Advisors
Washington
-$8.12K -140 Closed
CPG
899
Cornerstone Planning Group
New Jersey
-$7.98K -136 Closed
CP
900
Castleview Partners
Texas
-$7.42K -128 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.