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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
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$12.1M -$229K -3,970 -2%
AWS
152
Atria Wealth Solutions
New York
$12M +$782K +13,541 +7%
PIMG
153
Patriot Investment Management Group
Tennessee
$11.4M +$1.07M +18,439 +10%
VRM
154
Vectors Research Management
New York
$11.2M -$462K -7,993 -4%
IWC
155
Integrated Wealth Concepts
Massachusetts
$11.1M +$1.03M +17,911 +10%
UA
156
Unison Advisors
District of Columbia
$11.1M +$230K +3,974 +2%
MBT
157
Montecito Bank & Trust
California
$11.1M -$336K -5,823 -3%
CCA
158
Conservest Capital Advisors
Pennsylvania
$10.9M -$40K -693 -0.4%
Lazard Asset Management
159
Lazard Asset Management
New York
$10.8M
KA
160
Kure Advisory
Minnesota
$10.7M +$387K +6,695 +4%
RL
161
Rogco LP
Oklahoma
$10.5M +$218K +3,778 +2%
OFS
162
OneAscent Financial Services
Alabama
$10.4M +$10.4M +179,979 New
UWPG
163
Ullmann Wealth Partners Group
Florida
$10.4M +$437K +7,556 +4%
TIM
164
Tortoise Investment Management
New York
$10.3M +$348K +6,030 +4%
GCA
165
Greenwood Capital Associates
South Carolina
$10.2M +$7.76M +134,306 +324%
EPA
166
Element Pointe Advisors
Florida
$9.99M -$76.6K -1,326 -0.8%
OWM
167
OneAscent Wealth Management
Alabama
$9.77M +$9.49M +164,201 +3,804%
HWM
168
HB Wealth Management
Georgia
$9.58M -$2.14M -37,055 -18%
EWM
169
Elmwood Wealth Management
California
$9.56M -$261K -4,520 -3%
AHC
170
Anderson Hoagland & Co
Missouri
$9.5M +$7.81M +135,193 +470%
WFA
171
Wells Financial Advisors
Massachusetts
$9.48M -$1.23M -21,353 -12%
HI
172
Harbour Investments
Wisconsin
$9.33M +$1.11M +19,261 +14%
HR
173
Howe & Rusling
New York
$9.21M +$4.1M +71,002 +81%
Stifel Financial
174
Stifel Financial
Missouri
$9.19M +$254K +4,388 +3%
WIC
175
Woodmont Investment Counsel
Tennessee
$9.19M -$561K -9,704 -6%

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.