We are live on ! Find out more
VGSH icon

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
MPWT
76
MassMutual Private Wealth & Trust
Connecticut
$31.2M +$949K +16,430 +3%
MIA
77
MainStreet Investment Advisors
Illinois
$31M +$1.29M +22,289 +4%
SAM
78
Scopus Asset Management
New York
$30.3M
AWM
79
Arista Wealth Management
Nevada
$28.6M +$18.2M +315,022 +176%
PGA
80
Portland Global Advisors
Maine
$28.4M +$2.71M +46,974 +11%
HIG
81
Herr Investment Group
Texas
$28.1M -$228K -3,939 -0.8%
BPA
82
Beacon Pointe Advisors
California
$27.9M -$1.27M -22,006 -4%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$27.2M -$1.56M -27,069 -5%
ML
84
Mayport LLC
Massachusetts
$27.2M +$6.61M +114,382 +32%
SC
85
Schiavi & Co
Delaware
$26.9M +$1.55M +26,868 +6%
FWI
86
Facet Wealth Inc
Maryland
$26.4M +$205K +3,551 +0.8%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$25.8M -$2.49M -43,050 -9%
WA
88
WBH Advisory
Maryland
$25.5M +$7.29M +126,158 +40%
AMM
89
American Money Management
California
$25.1M +$3K +52 +0%
CST
90
Charles Schwab Trust
Nevada
$24.8M +$371K +6,429 +2%
AFA
91
AllGen Financial Advisors
Florida
$24.4M -$7.45M -128,967 -23%
Franklin Resources
92
Franklin Resources
California
$24.3M +$236K +4,083 +1%
AW
93
Alaethes Wealth
Nevada
$24.2M +$13.2M +227,854 +120%
CI
94
Cordant Inc
Oregon
$24.1M +$424K +7,335 +2%
GWMIA
95
Global Wealth Management Investment Advisory
Florida
$23.2M +$3.52M +60,922 +18%
SWIG
96
Strategic Wealth Investment Group
Kentucky
$23.1M +$23.1M +399,801 New
SCM
97
Sollinda Capital Management
Florida
$22.8M -$1.97M -34,037 -8%
PP
98
Prudential plc
United Kingdom
$22.5M +$13.6M +235,798 +155%
DIM
99
Delta Investment Management
California
$21.7M -$3.8M -65,724 -15%
LFA
100
Level Financial Advisors
New York
$21.7M +$557K +9,641 +3%

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.