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Vanguard Short-Term Treasury ETF

904 hedge funds and large institutions have $15.2B invested in Vanguard Short-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 371 increasing their positions, 286 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $2.99M | Put options by funds: $856K

129% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 62

30% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 286

14% more funds holding in top 10

Funds holding in top 10: 100114 (+14)

13% more capital invested

Capital invested by funds: $13.4B → $15.2B (+$1.8B)

7% more funds holding

Funds holding: 842904 (+62)

3.2% more ownership

Funds ownership: 65.28%68.48% (+3.2%)

Holders
904
Holders Change
+62
Holders Change %
+7.36%
% of All Funds
11.91%
Holding in Top 10
114
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14%
% of All Funds
1.5%
New
142
Increased
371
Reduced
286
Closed
62
Calls
$2.99M
Puts
$856K
Net Calls
+$2.13M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PGA
76
Portland Global Advisors
Maine
$35.4M +$4.6M +78,795 +15%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$35.4M -$190M -3,253,720 -84%
CAI
78
Capital Advisors Inc
Oklahoma
$35.3M +$34.8M +596,141 +5,763%
OCG
79
Opus Capital Group
Ohio
$33.9M +$882K +15,121 +3%
CCM
80
Coldstream Capital Management
Washington
$33.4M +$13.3M +228,368 +66%
CWM
81
Connecticut Wealth Management
Connecticut
$32.7M +$35.5M +608,656 +11,271%
CA
82
Cambridge Associates
Massachusetts
$32.6M +$4.5M +77,058 +16%
LJAC
83
L.J. Altfest & Co
New York
$31.1M +$31.2M +534,040 New
BPA
84
Beacon Pointe Advisors
California
$30.7M +$1.56M +26,769 +5%
AMM
85
American Money Management
California
$30.5M +$3.32M +56,934 +12%
SAM
86
Scopus Asset Management
New York
$30.4M
BEI
87
Benjamin Edwards Inc
Missouri
$30M +$1.16M +19,813 +4%
FWI
88
Facet Wealth Inc
Maryland
$29.8M +$1.67M +28,663 +6%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$29.5M -$83.3M -1,427,498 -74%
STA
90
Summit Trail Advisors
New York
$29.3M +$24.1M +413,153 +455%
SC
91
Schiavi & Co
Delaware
$29M +$1.06M +18,129 +4%
PP
92
Prudential plc
United Kingdom
$28.8M +$7.44M +127,496 +35%
AW
93
Alaethes Wealth
Nevada
$28.7M +$1.18M +20,264 +4%
AWM
94
Arista Wealth Management
Nevada
$28.7M -$565K -9,685 -2%
EP
95
Essential Planning
New Hampshire
$28.6M +$28.1M +481,600 +6,400%
SI
96
Stephens Inc
Arkansas
$28.5M +$28M +479,965 +5,006%
Vanguard Group
97
Vanguard Group
Pennsylvania
$27.4M +$4.21M +72,096 +18%
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
$27.2M -$4.86M -83,336 -15%
MIA
99
MainStreet Investment Advisors
Illinois
$27.1M -$843K -14,443 -3%
CI
100
Cordant Inc
Oregon
$26.4M +$807K +13,820 +3%

VGSH Hedge Fund Activity: Q4 2024 in Review

904 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2024, worth a combined $15.2B — up 13% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new VGSH positions and 62 closed out — a net gain of 80 holders — while 371 added to existing stakes and 286 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.36B. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $196M.

  • 904 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2024, up from 842 in Q3 2024.
  • Funds reported $15.2B of Vanguard Short-Term Treasury ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 142 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2024 and 62 closed out, a net change of +80 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.36B added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2024 was Municipal Employees' Retirement System of Michigan, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2024.