We are live on ! Find out more
VGSH icon

Vanguard Short-Term Treasury ETF

904 hedge funds and large institutions have $15.2B invested in Vanguard Short-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 371 increasing their positions, 286 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $2.99M | Put options by funds: $856K

129% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 62

30% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 286

14% more funds holding in top 10

Funds holding in top 10: 100114 (+14)

13% more capital invested

Capital invested by funds: $13.4B → $15.2B (+$1.8B)

7% more funds holding

Funds holding: 842904 (+62)

3.2% more ownership

Funds ownership: 65.28%68.48% (+3.2%)

Holders
904
Holders Change
+62
Holders Change %
+7.36%
% of All Funds
11.91%
Holding in Top 10
114
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14%
% of All Funds
1.5%
New
142
Increased
371
Reduced
286
Closed
62
Calls
$2.99M
Puts
$856K
Net Calls
+$2.13M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$8.98M -$11.5M -196,378 -56%
FFA
202
Farther Finance Advisors
California
$8.95M +$950K +16,285 +12%
ZIM
203
Zacks Investment Management
Illinois
$8.93M +$521K +8,920 +6%
EA
204
Echo45 Advisors
California
$8.89M +$993K +17,020 +13%
CASB
205
Cape Ann Savings Bank
Massachusetts
$8.81M +$19.6K +335 +0.2%
EPP
206
ETF Portfolio Partners
Kansas
$8.64M +$766K +13,121 +10%
HC
207
Hara Capital
Washington
$8.55M +$3.49M +59,739 +68%
RC
208
Roundview Capital
New Jersey
$8.26M +$975K +16,711 +13%
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$8.24M +$1.53M +26,137 +23%
CWAG
210
Compton Wealth Advisory Group
Virginia
$8.11M +$2.26M +38,668 +38%
MC
211
Middleton & Co
Massachusetts
$8.02M -$284K -4,870 -3%
HCM
212
Hilton Capital Management
New York
$7.92M -$8.83M -151,240 -53%
BF
213
BOK Financial
Oklahoma
$7.9M -$117K -2,001 -1%
BSA
214
Bull Street Advisors
Georgia
$7.89M -$18.7K -320 -0.2%
SW
215
Signify Wealth
Missouri
$7.69M +$535K +9,170 +7%
UCFA
216
United Capital Financial Advisors
Texas
$7.64M +$1.23M +21,081 +19%
WIC
217
Woodmont Investment Counsel
Tennessee
$7.63M -$1.78M -30,421 -19%
VFA
218
Values First Advisors
Tennessee
$7.63M -$1.57M -26,848 -17%
CFO
219
Colony Family Offices
North Carolina
$7.54M -$907K -15,547 -11%
HCC
220
Hirtle Callaghan & Co
Pennsylvania
$7.46M
AWA
221
AmeriServ Wealth Advisors
Pennsylvania
$7.46M +$7.48M +128,226 New
AC
222
Apella Capital
Connecticut
$7.43M +$2.6M +44,613 +54%
TF
223
Trek Financial
Arizona
$7.19M +$820K +14,057 +13%
SWA
224
Safir Wealth Advisors
New Hampshire
$7.16M -$1.37M -23,450 -16%
BWM
225
Biltmore Wealth Management
Arizona
$7.12M +$94.4K +1,617 +1%

VGSH Hedge Fund Activity: Q4 2024 in Review

904 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q4 2024, worth a combined $15.2B — up 13% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new VGSH positions and 62 closed out — a net gain of 80 holders — while 371 added to existing stakes and 286 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.36B. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $196M.

  • 904 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q4 2024, up from 842 in Q3 2024.
  • Funds reported $15.2B of Vanguard Short-Term Treasury ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 142 funds opened new Vanguard Short-Term Treasury ETF positions in Q4 2024 and 62 closed out, a net change of +80 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.36B added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q4 2024 was Municipal Employees' Retirement System of Michigan, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2024.