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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

835 hedge funds and large institutions have $13.7B invested in Vanguard Short-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 339 increasing their positions, 309 reducing their positions, and 77 closing their positions.

Holders
835
Holders Change
-15
Holders Change %
-1.76%
% of All Funds
12.11%
Holding in Top 10
107
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.46%
% of All Funds
1.55%
New
78
Increased
339
Reduced
309
Closed
77
Calls
$11.8M
Puts
$5.58M
Net Calls
+$6.25M
Net Calls Change
+$7.41M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$398M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$391M
3
Cerity Partners
3
Cerity Partners
New York
$171M
4
PCM
4
Penserra Capital Management
California
$68.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$75.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.26B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.91B
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$146M
4
Charles Schwab
4
Charles Schwab
California
$76.9M
5
AWM
5
AE Wealth Management
Kansas
$58.4M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.91B 32,920,864 -18,085,220 -35%
Morgan Stanley
2
Morgan Stanley
New York
$1.26B 21,753,308 -18,291,384 -46%
Goldman Sachs
3
Goldman Sachs
New York
$398M 6,845,784 +3,187,169 +87%
OWM
4
Orgel Wealth Management
Wisconsin
$396M 6,813,505 +385,608 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$391M 6,725,131 +2,437,903 +57%
Bank of America
6
Bank of America
North Carolina
$362M 6,229,707 -175,084 -3%
Wells Fargo
7
Wells Fargo
California
$350M 6,023,812 -209,794 -3%
MERSOM
8
Municipal Employees' Retirement System of Michigan
Michigan
$252M 4,339,205 +35,995 +0.8%
Northern Trust
9
Northern Trust
Illinois
$247M 4,260,841 +1,035,458 +32%
M&T Bank
10
M&T Bank
New York
$238M 4,093,120 +151,821 +4%
State Street
11
State Street
Massachusetts
$232M 4,000,000 – –
SCM
12
SCS Capital Management
Massachusetts
$229M 3,941,333 +86,373 +2%
UBS Group
13
UBS Group
Switzerland
$197M 3,386,584 -302,225 -8%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$194M 3,342,868 -532,910 -14%
Cerity Partners
15
Cerity Partners
New York
$171M 2,939,098 +1,237,180 +73%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$153M 2,634,950 +223,289 +9%
PCIG
17
Partners Capital Investment Group
Massachusetts
$146M 2,513,857 -1,535,216 -38%
BTI
18
Blue Trust Inc
Georgia
$134M 2,301,584 -583,986 -20%
MD
19
Money Design
Japan
$132M 2,265,108 +83,307 +4%
VA
20
Valmark Advisers
Ohio
$130M 2,234,636 +41,114 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$125M 2,160,056 -201,665 -9%
NL
22
NEPC LLC
Massachusetts
$111M 1,913,635 – –
Ameriprise
23
Ameriprise
Minnesota
$106M 1,805,214 +117,615 +7%
AA
24
Advisory Alpha
Michigan
$102M 1,760,999 +86,281 +5%
GWM
25
Gitterman Wealth Management
New Jersey
$102M 1,756,921 +105,079 +6%
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