We are live on ! Find out more
VGSH icon

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
WAS
126
Winch Advisory Services
Wisconsin
$17.7M +$79.8K +1,362 +0.5%
CCM
127
Carlson Capital Management
Minnesota
$17.5M -$233K -3,977 -1%
DILH
128
Dai-ichi Life Holdings
Japan
$17.2M +$211K +3,600 +1%
HCM
129
Hilton Capital Management
New York
$17M -$2.33M -39,838 -12%
PAM
130
Peak Asset Management
Colorado
$16.7M +$2.17M +37,067 +15%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$16.7M +$14.1M +241,094 +567%
VAMG
132
Voisard Asset Management Group
Michigan
$16.4M +$1.14M +19,438 +8%
FA
133
Fountainhead AM
New Jersey
$16.2M +$1.78M +30,347 +12%
SW
134
SMART Wealth
Nebraska
$16.2M +$12.3M +210,573 +333%
DRS
135
Deane Retirement Strategies
Louisiana
$16.1M +$16M +273,248 New
AIM
136
Allen Investment Management
New York
$15.6M -$1.1M -18,740 -7%
NWM
137
Northwest Wealth Management
Iowa
$15.4M -$150K -2,566 -1%
IWC
138
Integrated Wealth Concepts
Massachusetts
$15.3M +$3.92M +66,890 +35%
MA
139
Montag & Associates
Georgia
$14.9M -$1.07M -18,240 -7%
HFS
140
Horizon Financial Services
North Carolina
$14.7M -$180K -3,081 -1%
RJA
141
Raymond James & Associates
Florida
$14.6M -$2.69M -45,956 -16%
HI
142
Human Investing
Oregon
$14.5M +$626K +10,686 +5%
CC
143
Cypress Capital
Tennessee
$14.5M -$1.63M -27,842 -10%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$14.4M +$346K +5,916 +2%
SCM
145
Shah Capital Management
North Carolina
$14.3M
DWM
146
Dynasty Wealth Management
Florida
$14M +$1.34M +22,828 +11%
HKAM
147
Horizon Kinetics Asset Management
New York
$13.2M -$112K -1,917 -0.9%
IL
148
Investure LLC
Virginia
$13.1M
Bank of Nova Scotia
149
Bank of Nova Scotia
Ontario, Canada
$12.9M -$964K -16,459 -7%
Focus Partners Wealth
150
Focus Partners Wealth
Massachusetts
$12.7M +$12M +205,348 +1,939%

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.