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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
BHPW
176
Beverly Hills Private Wealth
California
$10.4M +$2.7M +46,028 +36%
TIM
177
Tortoise Investment Management
New York
$10.3M -$215K -3,675 -2%
ATI
178
ARK & TLK Investments
Oklahoma
$10.2M +$1.26M +21,453 +14%
EWM
179
EPG Wealth Management
Georgia
$10.2M +$10.1M +172,352 New
KPP
180
Kings Path Partners
Texas
$10M +$923K +15,760 +10%
BDWCC
181
B&D White Capital Company
Texas
$9.95M +$9.66M +165,000 +4,606%
HR
182
Howe & Rusling
New York
$9.87M +$499K +8,517 +5%
CWA
183
Cascade Wealth Advisors
Washington
$9.73M +$1.02M +17,403 +12%
CISOA
184
Capital Investment Services of America
Wisconsin
$9.58M +$468K +7,985 +5%
MWA
185
Muirfield Wealth Advisors
North Carolina
$9.55M +$275K +4,691 +3%
WIC
186
Woodmont Investment Counsel
Tennessee
$9.54M +$185K +3,166 +2%
VFA
187
Values First Advisors
Tennessee
$9.32M +$4.72M +80,569 +104%
HPC
188
HM Payson & Co
Maine
$9.14M +$2.03M +34,701 +29%
Jane Street
189
Jane Street
New York
$9.07M +$4.23M +72,255 +89%
CCA
190
Cravens & Co Advisors
Tennessee
$9.03M -$139K -2,376 -2%
HWM
191
HB Wealth Management
Georgia
$9M -$744K -12,707 -8%
CASB
192
Cape Ann Savings Bank
Massachusetts
$8.92M -$401K -6,851 -4%
AA
193
Addison Advisors
Vermont
$8.85M +$3.51M +59,986 +67%
AWM
194
Axxcess Wealth Management
California
$8.84M +$1.02M +17,385 +13%
EF
195
Empowered Funds
Pennsylvania
$8.83M +$94.1K +1,607 +1%
MAM
196
McLean Asset Management
Virginia
$8.74M +$1.06M +18,178 +14%
HCC
197
Hirtle Callaghan & Co
Pennsylvania
$8.73M
CC
198
Courier Capital
New York
$8.68M +$7.62M +130,090 +769%
SWA
199
Safir Wealth Advisors
New Hampshire
$8.64M -$23.7K -405 -0.3%
CFO
200
Colony Family Offices
North Carolina
$8.57M +$1.09M +18,642 +15%

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.