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Vanguard Short-Term Treasury ETF

904 hedge funds and large institutions have $15.2B invested in Vanguard Short-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 371 increasing their positions, 286 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $2.99M | Put options by funds: $856K

129% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 62

30% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 286

14% more funds holding in top 10

Funds holding in top 10: 100114 (+14)

13% more capital invested

Capital invested by funds: $13.4B → $15.2B (+$1.8B)

7% more funds holding

Funds holding: 842904 (+62)

3.2% more ownership

Funds ownership: 65.28%68.48% (+3.2%)

Holders
904
Holders Change
+62
Holders Change %
+7.36%
% of All Funds
11.91%
Holding in Top 10
114
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14%
% of All Funds
1.5%
New
142
Increased
371
Reduced
286
Closed
62
Calls
$2.99M
Puts
$856K
Net Calls
+$2.13M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WFM
126
Wolff Financial Management
Michigan
$19.4M +$1.27M +21,689 +7%
AFA
127
AllGen Financial Advisors
Florida
$19.2M +$360K +6,161 +2%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$18.7M -$1.98M -33,888 -10%
MFA
129
Morling Financial Advisors
California
$18.4M +$837K +14,341 +5%
WAS
130
Winch Advisory Services
Wisconsin
$18M +$588K +10,075 +3%
IWC
131
Integrated Wealth Concepts
Massachusetts
$17.6M +$2.6M +44,611 +17%
PAM
132
Peak Asset Management
Colorado
$17.4M +$899K +15,400 +5%
VWM
133
Venturi Wealth Management
Texas
$17.3M -$6.97M -119,502 -29%
FPAS
134
Focus Partners Advisor Solutions
Missouri
$17.3M -$525K -8,989 -3%
Corient Private Wealth
135
Corient Private Wealth
Florida
$17.2M +$6.91M +118,325 +66%
FA
136
Fountainhead AM
New Jersey
$17.1M +$1.16M +19,847 +7%
HFS
137
Horizon Financial Services
North Carolina
$17.1M +$2.53M +43,341 +17%
CCM
138
Carlson Capital Management
Minnesota
$17M -$281K -4,820 -2%
PP
139
Patten & Patten
Tennessee
$15.6M +$15.7M +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 -$764K -13,097 -5%
AIM
142
Allen Investment Management
New York
$15.3M
AA
143
Alpha Advisors
Virginia
$15.2M +$15.2M +260,920 New
HI
144
Human Investing
Oregon
$14.6M +$362K +6,200 +3%
NWM
145
Northwest Wealth Management
Iowa
$14.6M -$599K -10,269 -4%
MERSOM
146
Municipal Employees' Retirement System of Michigan
Michigan
$14.5M -$196M -3,351,994 -93%
CC
147
Cypress Capital
Tennessee
$14.1M -$167K -2,860 -1%
SCM
148
Shah Capital Management
North Carolina
$13.8M -$269K -4,605 -2%
MA
149
Montag & Associates
Georgia
$13.8M -$888K -15,219 -6%
RA
150
Rockingstone Advisors
Massachusetts
$13.2M +$10.6M +182,430 +405%

VGSH Hedge Fund Activity: Q4 2024 in Review

904 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2024, worth a combined $15.2B — up 13% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new VGSH positions and 62 closed out — a net gain of 80 holders — while 371 added to existing stakes and 286 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.36B. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $196M.

  • 904 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2024, up from 842 in Q3 2024.
  • Funds reported $15.2B of Vanguard Short-Term Treasury ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 142 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2024 and 62 closed out, a net change of +80 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.36B added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2024 was Municipal Employees' Retirement System of Michigan, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2024.