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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
MA
126
Montag & Associates
Georgia
$15.7M -$600K -10,384 -4%
NWM
127
Northwest Wealth Management
Iowa
$15.2M +$137K +2,379 +0.9%
VAMG
128
Voisard Asset Management Group
Michigan
$15M +$369K +6,380 +3%
MFA
129
Morling Financial Advisors
California
$14.8M +$414K +7,171 +3%
HFS
130
Horizon Financial Services
North Carolina
$14.7M -$83.4K -1,444 -0.6%
PAM
131
Peak Asset Management
Colorado
$14.3M +$2.87M +49,611 +25%
FA
132
Fountainhead AM
New Jersey
$14.1M +$1.11M +19,239 +9%
SCM
133
Shah Capital Management
North Carolina
$14.1M -$297K -5,139 -2%
VWM
134
Venturi Wealth Management
Texas
$13.8M +$624K +10,800 +5%
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$13.8M +$13.7M +237,353 New
HI
136
Human Investing
Oregon
$13.6M +$860K +14,891 +7%
Bank of Nova Scotia
137
Bank of Nova Scotia
Ontario, Canada
$13.6M -$12.4M -214,636 -48%
CIAS
138
Capital Investment Advisory Services
North Carolina
$13.4M -$5.06M -87,504 -27%
HKAM
139
Horizon Kinetics Asset Management
New York
$13.1M +$518K +8,966 +4%
Corient Private Wealth
140
Corient Private Wealth
Florida
$13M -$1.21M -20,971 -9%
BSW
141
Buckingham Strategic Wealth
Missouri
$12.9M -$481K -8,329 -4%
IL
142
Investure LLC
Virginia
$12.9M
BFG
143
Bleakley Financial Group
New Jersey
$12.7M +$536K +9,273 +4%
WFA
144
Websterrogers Financial Advisors
South Carolina
$12.5M +$1.02M +17,713 +9%
VT
145
Vise Technologies
New York
$12.4M +$851K +14,719 +7%
DWM
146
Dynasty Wealth Management
Florida
$12.4M -$14.1M -243,359 -53%
WH
147
Whitcomb & Hess
Ohio
$12.4M +$484K +8,373 +4%
SA
148
Sanctuary Advisors
Indiana
$12.3M +$12.3M +213,047 New
EWM
149
EPG Wealth Management
Georgia
$12.2M -$11.9M -206,671 Closed
SHGA
150
Sand Hill Global Advisors
California
$12.1M -$2.94M -50,899 -20%

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.