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Vanguard Short-Term Treasury ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
176
Studio Investment Management
Illinois
$10.7M +$3.64M +62,596 +51%
MWM
177
MOKAN Wealth Management
Kansas
$10.7M +$10.7M +184,171 New
SW
178
SMART Wealth
Nebraska
$10.7M -$5.24M -89,986 -33%
AWS
179
Atria Wealth Solutions
New York
$10.6M -$794K -13,648 -7%
EF
180
Elite Financial
Idaho
$10.6M +$10.6M +182,240 New
SC
181
Scratch Capital
Idaho
$10.5M +$10.5M +180,325 New
DRS
182
Deane Retirement Strategies
Louisiana
$10.4M -$5.47M -93,993 -34%
Lazard Asset Management
183
Lazard Asset Management
New York
$10.4M -$10.8M
PGFC
184
Peapack-Gladstone Financial Corp
New Jersey
$10.3M +$3.6M +61,905 +54%
HR
185
Howe & Rusling
New York
$10.2M +$487K +8,364 +5%
ATI
186
ARK & TLK Investments
Oklahoma
$10M -$407 -7 -0%
UA
187
Unison Advisors
District of Columbia
$10M -$859K -14,761 -8%
KPP
188
Kings Path Partners
Texas
$10M +$182K +3,136 +2%
AWM
189
Axxcess Wealth Management
California
$9.9M +$1.18M +20,354 +14%
DILH
190
Dai-ichi Life Holdings
Japan
$9.73M -$7.22M -124,400 -43%
HPC
191
HM Payson & Co
Maine
$9.65M +$639K +10,975 +7%
MAM
192
McLean Asset Management
Virginia
$9.62M +$939K +16,142 +11%
NAS
193
Nicolet Advisory Services
Wisconsin
$9.59M +$2.49M +42,876 +35%
MWA
194
Muirfield Wealth Advisors
North Carolina
$9.47M +$56.6K +973 +0.6%
EWM
195
EPG Wealth Management
Georgia
$9.36M -$669K -11,497 -7%
CCA
196
Cravens & Co Advisors
Tennessee
$9.28M +$381K +6,557 +4%
CISOA
197
Capital Investment Services of America
Wisconsin
$9.23M -$215K -3,700 -2%
BHPW
198
Beverly Hills Private Wealth
California
$9.17M -$1.04M -17,954 -10%
EF
199
Empowered Funds
Pennsylvania
$9.1M +$366K +6,288 +4%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$8.98M -$11.4M -196,378 -56%