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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
FOA
101
Five Oceans Advisors
California
$21.6M -$1.43M -24,685 -6%
AI
102
Atria Investments
North Carolina
$21.4M +$19.8M +342,232 +1,241%
SWA
103
Stratos Wealth Advisors
Ohio
$20.8M +$10.9M +188,334 +111%
GAM
104
Gould Asset Management
California
$20.6M +$732K +12,669 +4%
CFD
105
Creative Financial Designs
Indiana
$20.6M +$901K +15,599 +5%
MC
106
Minot Capital
Colorado
$20.4M
AssetMark Inc
107
AssetMark Inc
California
$20.4M -$4.72M -81,768 -19%
MML Investors Services
108
MML Investors Services
Massachusetts
$19.9M -$2.5M -43,265 -11%
CCB
109
Country Club Bank
Missouri
$19.7M +$823K +14,239 +4%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$19.6M +$9.75M +168,760 +100%
RFC
111
Regions Financial Corp
Alabama
$19.4M -$1.01M -17,564 -5%
EA
112
Efficient Advisors
Ohio
$19.1M -$828K -14,334 -4%
HCM
113
Hilton Capital Management
New York
$19M -$6.61M -114,341 -26%
SW
114
Simplicity Wealth
New Jersey
$17.9M -$416K -7,197 -2%
SL
115
Salomon & Ludwin
Virginia
$17.8M -$7.45M -128,895 -30%
PAS
116
Park Avenue Securities
New York
$17.8M +$1.39M +24,137 +9%
Vanguard Group
117
Vanguard Group
Pennsylvania
$17.6M +$3.94M +68,140 +29%
SWM
118
Spire Wealth Management
Virginia
$17.5M -$2.4M -41,586 -12%
CCM
119
Carlson Capital Management
Minnesota
$17.4M +$390K +6,747 +2%
WAS
120
Winch Advisory Services
Wisconsin
$17.3M +$372K +6,432 +2%
WFM
121
Wolff Financial Management
Michigan
$17.1M +$483K +8,364 +3%
RJA
122
Raymond James & Associates
Florida
$17M +$1.33M +23,025 +9%
DILH
123
Dai-ichi Life Holdings
Japan
$16.7M +$63.6K +1,100 +0.4%
AIM
124
Allen Investment Management
New York
$16.4M +$125K +2,163 +0.8%
CC
125
Cypress Capital
Tennessee
$15.8M -$744K -12,881 -5%

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.