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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
CASB
176
Cape Ann Savings Bank
Massachusetts
$9.16M +$34.7K +601 +0.4%
MWA
177
Muirfield Wealth Advisors
North Carolina
$9.11M +$173K +2,994 +2%
CCA
178
Cravens & Co Advisors
Tennessee
$9.01M +$2.81M +48,703 +46%
CISOA
179
Capital Investment Services of America
Wisconsin
$8.95M -$115K -1,985 -1%
KPP
180
Kings Path Partners
Texas
$8.91M +$8.88M +153,591 New
ATI
181
ARK & TLK Investments
Oklahoma
$8.77M -$577K -9,982 -6%
BCI
182
Brinker Capital Investments
Pennsylvania
$8.67M -$2.23M -38,600 -21%
OPS
183
Orion Portfolio Solutions
Nebraska
$8.67M -$2.23M -38,600 -21%
LBC
184
Lowe Brockenbrough & Co
Virginia
$8.64M +$951K +16,455 +12%
Mirae Asset Global Investments
185
Mirae Asset Global Investments
South Korea
$8.59M -$65.1K -1,126 -0.8%
EF
186
Empowered Funds
Pennsylvania
$8.59M +$919K +15,910 +12%
CWA
187
Cascade Wealth Advisors
Washington
$8.59M +$4.19M +72,479 +97%
SWA
188
Safir Wealth Advisors
New Hampshire
$8.52M -$141K -2,443 -2%
BSA
189
Bull Street Advisors
Georgia
$8.15M +$30.9K +535 +0.4%
SIA
190
SeaBridge Investment Advisors
New Jersey
$8.04M +$219K +3,788 +3%
MIFH
191
Migdal Insurance & Financial Holdings
Israel
$7.93M -$4.42M -76,523 -36%
CPIG
192
Chicago Partners Investment Group
Illinois
$7.92M +$752K +13,013 +11%
AWM
193
Axxcess Wealth Management
California
$7.68M +$2.56M +44,320 +50%
EA
194
Echo45 Advisors
California
$7.66M +$240K +4,146 +3%
PAG
195
Private Advisor Group
New Jersey
$7.6M +$20.9K +361 +0.3%
MAM
196
McLean Asset Management
Virginia
$7.6M +$557K +9,640 +8%
BHPW
197
Beverly Hills Private Wealth
California
$7.51M +$2.44M +42,151 +48%
BF
198
BOK Financial
Oklahoma
$7.5M +$752K +13,006 +11%
MC
199
Middleton & Co
Massachusetts
$7.4M -$18.5K -320 -0.3%
ZIM
200
Zacks Investment Management
Illinois
$7.37M +$3.07M +53,148 +72%

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.