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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
CFO
201
Colony Family Offices
North Carolina
$7.34M -$617K -10,679 -8%
KFG
202
Kingdom Financial Group
Arizona
$7.31M +$1.21M +20,980 +20%
EPP
203
ETF Portfolio Partners
Kansas
$7M +$925K +16,009 +15%
RC
204
Roundview Capital
New Jersey
$6.99M +$982K +17,001 +16%
NAS
205
Nicolet Advisory Services
Wisconsin
$6.98M -$512K -8,860 -7%
HPC
206
HM Payson & Co
Maine
$6.97M +$316K +5,460 +5%
RPGK
207
Retirement Planning Group (Kansas)
Kansas
$6.89M -$87.9K -1,522 -1%
AWM
208
Angeles Wealth Management
California
$6.72M -$665K -11,500 -9%
BWM
209
Biltmore Wealth Management
Arizona
$6.71M +$830K +14,357 +14%
HW
210
Hancock Whitney
Mississippi
$6.64M -$143K -2,477 -2%
AT
211
American Trust
Kentucky
$6.63M +$4.95M +85,631 +299%
UCFA
212
United Capital Financial Advisors
Texas
$6.62M +$786K +13,594 +14%
FFA
213
Farther Finance Advisors
California
$6.61M +$1.09M +18,844 +20%
BFS
214
Beacon Financial Strategies
North Carolina
$6.58M -$21.6K -373 -0.3%
FIM
215
Freedom Investment Management
Connecticut
$6.57M +$5.33M +92,224 +437%
SIM
216
Studio Investment Management
Illinois
$6.55M +$529K +9,148 +9%
Comerica Bank
217
Comerica Bank
Texas
$6.5M +$113K +1,947 +2%
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$6.4M -$3.3M -57,168 -34%
SFA
219
Spectrum Financial Alliance
Kentucky
$6.37M +$221K +3,822 +4%
PP
220
Pegasus Partners
Wisconsin
$6.34M +$820K +14,191 +15%
CBC
221
Coombe, Bender & Co
New York
$6.24M +$446K +7,713 +8%
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$6.21M -$505K -8,737 -7%
RSWM
223
Robertson Stephens Wealth Management
California
$6.07M +$4.6M +79,569 +316%
DI
224
Disciplined Investments
Oklahoma
$6M +$37.7K +653 +0.6%
HWMC
225
Heritage Wealth Management (California)
California
$5.94M +$513K +8,882 +9%

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.