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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
Vanguard Group
101
Vanguard Group
Pennsylvania
$23.5M +$5.52M +94,251 +31%
LFA
102
Level Financial Advisors
New York
$23M +$827K +14,119 +4%
SCM
103
Sollinda Capital Management
Florida
$22.8M -$349K -5,956 -2%
SPIA
104
Strategic Point Investment Advisors
Rhode Island
$22.7M +$17.4M +296,427 +335%
CST
105
Charles Schwab Trust
Nevada
$22.7M -$2.6M -44,311 -10%
GAM
106
Gould Asset Management
California
$22.3M +$1.31M +22,287 +6%
FOA
107
Five Oceans Advisors
California
$21.9M -$89.9K -1,535 -0.4%
RFC
108
Regions Financial Corp
Alabama
$21.8M +$2.04M +34,905 +10%
PP
109
Prudential plc
United Kingdom
$21.7M -$1.18M -20,076 -5%
MML Investors Services
110
MML Investors Services
Massachusetts
$21.3M +$1.11M +18,911 +6%
CAMG
111
CWA Asset Management Group
Florida
$21.1M +$20.9M +356,732 New
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$21M -$5.26M -89,804 -20%
MC
113
Minot Capital
Colorado
$20.8M
CFD
114
Creative Financial Designs
Indiana
$20.8M -$196K -3,338 -0.9%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$20.7M +$754K +12,876 +4%
CCB
116
Country Club Bank
Missouri
$20.7M +$574K +9,794 +3%
CCM
117
Coldstream Capital Management
Washington
$20.1M +$20.3M +345,952 New
PAS
118
Park Avenue Securities
New York
$20M +$1.94M +33,106 +11%
EA
119
Efficient Advisors
Ohio
$19.8M +$307K +5,246 +2%
SL
120
Salomon & Ludwin
Virginia
$19.7M +$1.59M +27,077 +9%
AFA
121
AllGen Financial Advisors
Florida
$19.1M -$5.68M -97,023 -23%
TNBTD
122
Trustmark National Bank Trust Department
Mississippi
$19M +$13.5M +230,026 +249%
WFM
123
Wolff Financial Management
Michigan
$18.4M +$1.03M +17,541 +6%
FPAS
124
Focus Partners Advisor Solutions
Missouri
$18M +$17.6M +300,680 +5,954%
MFA
125
Morling Financial Advisors
California
$17.8M +$2.7M +46,154 +18%

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.