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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
JP Morgan Chase
1
JP Morgan Chase
New York
$2.19B +$1.36B +23,351,829 +164%
Morgan Stanley
2
Morgan Stanley
New York
$1.27B +$76.9M +1,317,570 +6%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$853M +$113K +1,940 +15%
OWM
4
Orgel Wealth Management
Wisconsin
$431M +$13.9M +238,717 +3%
Bank of America
5
Bank of America
North Carolina
$415M +$31.3M +536,918 +8%
Northern Trust
6
Northern Trust
Illinois
$340M +$25.6M +438,475 +8%
Goldman Sachs
7
Goldman Sachs
New York
$306M -$84.7M -1,451,428 -22%
State Street
8
State Street
Massachusetts
$262M +$29.2M +500,000 +13%
SCM
9
SCS Capital Management
Massachusetts
$245M +$12.3M +211,246 +5%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$241M +$21.1M +362,167 +10%
NP
11
NorthRock Partners
Minnesota
$210M +$47.7M +816,488 +29%
Cerity Partners
12
Cerity Partners
New York
$201M +$5.04M +86,374 +3%
BTI
13
Blue Trust Inc
Georgia
$200M +$49.5M +847,591 +33%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$195M -$97.1M -1,663,108 -33%
Wells Fargo
15
Wells Fargo
California
$186M +$169K +2,896 +0.1%
M&T Bank
16
M&T Bank
New York
$184M -$44.2M -756,601 -19%
PCIG
17
Partners Capital Investment Group
Massachusetts
$144M -$145M -2,477,998 -50%
Raymond James Financial
18
Raymond James Financial
Florida
$135M +$136M +2,325,885 New
MD
19
Money Design
Japan
$133M -$10.4M -177,369 -7%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$121M +$47.2M +809,106 +63%
ST
21
Smithfield Trust
Pennsylvania
$119M -$621K -10,649 -0.5%
HighTower Advisors
22
HighTower Advisors
Illinois
$118M +$8.46M +144,915 +8%
LPL Financial
23
LPL Financial
California
$118M +$12.7M +218,069 +12%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$115M +$5.17M +88,628 +5%
AA
25
Advisory Alpha
Michigan
$113M +$2.7M +46,300 +2%

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.