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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

838 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, 370 increasing their positions, 289 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
838
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
12.12%
Holding in Top 10
99
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.48%
% of All Funds
1.43%
New
79
Increased
370
Reduced
289
Closed
63
Calls
$6.33M
Puts
$6.69M
Net Calls
-$365K
Net Calls Change
-$5.69M

Top Buyers

1
NP
1
NorthRock Partners
Minnesota
$165M
2
JHU
2
Johns Hopkins University
Maryland
$122M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$223M
4
BCM
4
Brookstone Capital Management
Illinois
$57.8M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$53.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$842M
2
Wells Fargo
2
Wells Fargo
California
$189M
3
GWM
3
Gitterman Wealth Management
New Jersey
$277K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$296M
5
Goldman Sachs
5
Goldman Sachs
New York
$396M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
201
Zacks Investment Management
Illinois
$8.53M +$1.03M +17,388 +14%
MC
202
Middleton & Co
Massachusetts
$8.43M +$892K +15,120 +12%
FFA
203
Farther Finance Advisors
California
$8.12M +$1.36M +23,049 +20%
BF
204
BOK Financial
Oklahoma
$8.11M +$505K +8,585 +7%
BSA
205
Bull Street Advisors
Georgia
$8.02M -$272K -4,601 -3%
EA
206
Echo45 Advisors
California
$8.01M +$224K +3,800 +3%
EPP
207
ETF Portfolio Partners
Kansas
$7.99M +$867K +14,691 +12%
VRM
208
Vectors Research Management
New York
$7.91M -$3.45M -58,485 -30%
PAG
209
Private Advisor Group
New Jersey
$7.73M -$177K -2,947 -2%
BCI
210
Brinker Capital Investments
Pennsylvania
$7.67M -$1.16M -19,602 -13%
OPS
211
Orion Portfolio Solutions
Nebraska
$7.67M -$1.16M -19,602 -13%
RC
212
Roundview Capital
New Jersey
$7.39M +$282K +4,781 +4%
KFG
213
Kingdom Financial Group
Arizona
$7.38M -$62.6K -1,061 -0.8%
OIA
214
OneDigital Investment Advisors
Kansas
$7.29M +$1.46M +24,766 +25%
SW
215
Signify Wealth
Missouri
$7.26M +$1.32M +22,389 +22%
NAS
216
Nicolet Advisory Services
Wisconsin
$7.19M +$110K +1,880 +2%
SIM
217
Studio Investment Management
Illinois
$7.19M +$520K +8,808 +8%
PP
218
Pegasus Partners
Wisconsin
$7.15M +$698K +11,831 +11%
BWM
219
Biltmore Wealth Management
Arizona
$7.13M +$297K +5,028 +4%
FIM
220
Freedom Investment Management
Connecticut
$7.03M +$339K +5,749 +5%
RPGK
221
Retirement Planning Group (Kansas)
Kansas
$6.85M -$166K -2,813 -2%
PGFC
222
Peapack-Gladstone Financial Corp
New Jersey
$6.82M +$1.12M +19,017 +20%
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$6.81M +$446K +7,561 +7%
HW
224
Hancock Whitney
Mississippi
$6.8M +$42.6K +722 +0.6%
PWM
225
Perigon Wealth Management
California
$6.71M +$6.71M +113,619 New
7 8
9
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