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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

894 hedge funds and large institutions have $15.1B invested in Vanguard Short-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 370 increasing their positions, 286 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+56
Holders Change %
+6.68%
% of All Funds
11.9%
Holding in Top 10
111
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+12.12%
% of All Funds
1.48%
New
134
Increased
370
Reduced
286
Closed
59
Calls
$2.99M
Puts
$856K
Net Calls
+$2.13M
Net Calls Change
+$2.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.19B
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$853M
3
MCM
MAI Capital Management
Ohio
$81.7M
4
Morgan Stanley
Morgan Stanley
New York
$1.27B
5
BTI
Blue Trust Inc
Georgia
$200M

Top Sellers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$14.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$35.4M
3
PCIG
Partners Capital Investment Group
Massachusetts
$144M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$195M
5
Goldman Sachs
Goldman Sachs
New York
$306M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFM
126
Wolff Financial Management
Michigan
$19.4M +$1.26M +21,689 +7%
AFA
127
AllGen Financial Advisors
Florida
$19.2M +$358K +6,161 +2%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$18.7M -$1.97M -33,888 -10%
MFA
129
Morling Financial Advisors
California
$18.4M +$834K +14,341 +5%
WAS
130
Winch Advisory Services
Wisconsin
$18M +$586K +10,075 +3%
IWC
131
Integrated Wealth Concepts
Massachusetts
$17.6M +$2.6M +44,611 +17%
PAM
132
Peak Asset Management
Colorado
$17.4M +$896K +15,400 +5%
VWM
133
Venturi Wealth Management
Texas
$17.3M -$6.95M -119,502 -29%
FPAS
134
Focus Partners Advisor Solutions
Missouri
$17.3M -$523K -8,989 -3%
Corient Private Wealth
135
Corient Private Wealth
Florida
$17.2M +$6.88M +118,325 +66%
FA
136
Fountainhead AM
New Jersey
$17.1M +$1.15M +19,847 +7%
HFS
137
Horizon Financial Services
North Carolina
$17.1M +$2.52M +43,341 +17%
CCM
138
Carlson Capital Management
Minnesota
$17M -$280K -4,820 -2%
PP
139
Patten & Patten
Tennessee
$15.6M +$15.6M +268,785 New
EPM
140
Elm Partners Management
Pennsylvania
$15.5M +$12.5M +214,741 +418%
VAMG
141
Voisard Asset Management Group
Michigan
$15.4M -$762K -13,097 -5%
AIM
142
Allen Investment Management
New York
$15.3M – – –
HI
143
Human Investing
Oregon
$14.6M +$361K +6,200 +3%
NWM
144
Northwest Wealth Management
Iowa
$14.6M -$597K -10,269 -4%
MERSOM
145
Municipal Employees' Retirement System of Michigan
Michigan
$14.5M -$195M -3,351,994 -93%
CC
146
Cypress Capital
Tennessee
$14.1M -$166K -2,860 -1%
SCM
147
Shah Capital Management
North Carolina
$13.8M -$268K -4,605 -2%
MA
148
Montag & Associates
Georgia
$13.8M -$885K -15,219 -6%
RA
149
Rockingstone Advisors
Massachusetts
$13.2M +$10.6M +182,430 +405%
DHC
150
Drum Hill Capital
Connecticut
$13.2M +$13.2M +227,177 New
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