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Vanguard Short-Term Treasury Index ETF (VGSH) Institutional Ownership

$57.79
+0.06 (+0.10%)
(As of 05/30/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)

Number of
Institutional Buyers
(last 12 months)
615
Total
Institutional Inflows
(last 12 months)
$5.10B
Number of
Institutional Sellers
(last 12 months)
431
Total
Institutional Outflows
(last 12 months)
$3.57B
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VGSH Institutional Buying and Selling by Quarter

Vanguard Short-Term Treasury Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/30/2024Cambridge Trust Co.186,066$10.81M0.4%+10.6%0.054%
5/24/2024 Cetera Advisor Networks LLC494,483$28.72M0.1%+2.5%0.142%
5/24/2024 Cetera Advisors LLC760,084$44.14M0.3%+22.9%0.219%
5/24/2024 Cetera Investment Advisers1,302,815$75.65M0.2%+558.0%0.375%
5/23/2024 FSA Advisors Inc.4,639$269K0.3%N/A0.001%
5/21/2024 Atria Investments Inc27,577$1.60M0.0%+3.6%0.008%
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5/21/2024 LRI Investments LLC11,365$660K0.1%N/A0.003%
5/17/2024 Jaffetilchin Investment Partners LLC18,648$1.08M0.1%-77.2%0.005%
5/17/2024 Pineridge Advisors LLC2,657$154K0.1%-14.9%0.001%
5/17/2024 Comerica Bank110,086$6.39M0.0%-14.5%0.032%
5/17/2024 Hancock Whitney Corp116,971$6.79M0.2%+0.9%0.034%
5/16/2024 Jane Street Group LLC209,337$12.16M0.0%+2,760.2%0.060%
5/16/2024 Slagle Financial LLC9,508$552K0.3%-31.3%0.003%
5/16/2024 B. Riley Wealth Advisors Inc.18,663$1.08M0.0%+65.3%0.005%
5/16/2024 Dynasty Wealth Management LLC457,188$26.55M0.8%N/A0.132%
5/16/2024 Iron Gate Global Advisors LLC22,017$1.27M0.2%+25.9%0.006%
5/16/2024 Waverly Advisors LLC22,943$1.33M0.0%+8.6%0.007%
5/15/2024 Transcendent Capital Group LLC47,243$2.74M1.5%-24.7%0.014%
5/15/2024 Flow Traders U.S. LLC60,196$3.50M0.2%+439.7%0.017%
5/15/2024 Beaird Harris Wealth Management LLC27,795$1.61M0.2%+461.5%0.008%
5/15/2024 Manhattan West Asset Management LLC247,720$14.39M3.5%+25.6%0.071%
5/15/2024 BOKF NA116,372$6.72M0.1%+0.6%0.033%
5/15/2024 Shah Capital Management247,496$14.37M4.0%+2.6%0.071%
5/15/2024 Steel Grove Capital Advisors LLC38,203$2.22M0.1%-17.7%0.011%
5/15/2024 Lazard Asset Management LLC192,573$11.18M0.0%+2.4%0.055%
5/15/2024 LRI Investments LLC11,365$656K0.1%N/A0.003%
5/15/2024 Quadrature Capital Ltd37,627$2.19M0.0%N/A0.011%
5/14/2024 Capital Group Private Client Services Inc.34,500$2.00M0.0%-9.2%0.010%
5/14/2024 Cadence Bank9,842$572K0.0%-4.1%0.003%
5/14/2024 Axxcess Wealth Management LLC88,121$5.12M0.1%-6.7%0.025%
5/14/2024 EP Wealth Advisors LLC9,804$569K0.0%-1.8%0.003%
5/14/2024 Element Pointe Advisors LLC173,586$10.08M2.5%+8.1%0.050%
5/14/2024 CreativeOne Wealth LLC40,176$2.33M0.1%-18.2%0.012%
5/14/2024 Northwest Wealth Management LLC260,565$15.13M4.1%+7.0%0.075%
5/14/2024 Herr Investment Group LLC488,608$28.37M7.4%-3.3%0.141%
5/14/2024 Lake Street Advisors Group LLC14,073$817K0.0%N/A0.004%
5/13/2024 Financial Gravity Asset Management Inc.53,599$3.11M0.8%-91.1%0.015%
5/13/2024 PYA Waltman Capital LLC48,096$2.79M1.0%-15.8%0.014%
5/13/2024Cedar Wealth Management LLC8,829$513K0.2%-9.8%0.003%
5/13/2024 Basso Capital Management L.P.39,725$2.31M2.2%-4.4%0.011%
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5/13/2024 Ameritas Investment Partners Inc.13,170$765K0.0%+7.2%0.004%
5/11/2024 Lcnb Corp19,000$1.10M0.4%+375.0%0.005%
5/11/2024 Trustmark National Bank Trust Department86,215$5.01M0.4%+95.7%0.025%
5/11/2024 Davis R M Inc.31,684$1.84M0.0%+7.2%0.009%
5/11/2024 Peak Asset Management LLC196,978$11.44M2.3%+8.8%0.057%
5/11/2024 Beaumont Financial Advisors LLC25,144$1.46M0.1%-5.4%0.007%
5/11/2024 Continental Investors Services Inc.6,496$375K0.9%+68.6%0.002%
5/10/2024 Osaic Holdings Inc.769,413$44.68M0.1%-18.1%0.221%
5/10/2024 Vanguard Group Inc.236,069$13.71M0.0%+12.2%0.068%
5/10/2024 Viawealth LLC50,007$2.90M1.8%-8.5%0.014%
5/10/2024 JPMorgan Chase & Co.32,920,864$1.91B0.2%-35.5%9.473%
5/10/2024 Nicolet Advisory Services LLC129,253$7.47M0.8%-7.3%0.037%
5/10/2024 ARK & TLK Investments LLC161,226$9.36M3.0%+15.6%0.046%
5/10/2024 Motco1,387$81K0.0%-39.5%0.000%
5/10/2024 Truepoint Inc.88,744$5.15M0.1%+68.7%0.026%
5/10/2024 Nwam LLC38,287$2.22M0.2%+1.8%0.011%
5/9/2024 Kure Advisory LLC178,585$10.37M8.9%+4.1%0.051%
5/9/2024 Dorsey & Whitney Trust CO LLC6,915$402K0.0%+11.5%0.002%
5/9/2024 ProVise Management Group LLC8,238$478K0.0%-2.5%0.002%
5/9/2024 Blair William & Co. IL28,981$1.68M0.0%-5.4%0.008%
5/9/2024 Orion Portfolio Solutions LLC188,117$10.92M0.1%-33.4%0.054%
5/9/2024 Delta Investment Management LLC440,737$25.59M5.8%-10.9%0.127%
5/9/2024 SageView Advisory Group LLC3,039$176K0.0%-88.3%0.001%
5/9/2024 Tradewinds LLC.3,722$217K0.2%N/A0.001%
5/9/2024 Angeles Wealth Management LLC127,360$7.40M0.7%-10.7%0.037%
5/9/2024 Portland Global Advisors LLC442,896$25.72M3.5%+30.4%0.127%
5/9/2024 Rogco LP177,226$10.29M4.2%+6.4%0.051%
5/9/2024 Koshinski Asset Management Inc.6,239$362K0.0%N/A0.002%
5/8/2024 Bleakley Financial Group LLC209,946$12.19M0.4%-3.9%0.060%
5/8/2024 Avantax Advisory Services Inc.49,985$2.90M0.0%-12.8%0.014%
5/8/2024 US Bancorp DE6,219$361K0.0%-9.6%0.002%
5/8/2024 Inspire Advisors LLC37,480$2.18M0.3%-22.8%0.011%
5/7/2024 Sfmg LLC7,172$416K0.0%-8.7%0.002%
5/7/2024 Abbrea Capital LLC31,099$1.81M0.2%+502.1%0.009%
5/7/2024 White Lighthouse Investment Management Inc.73,455$4.27M0.9%+9.5%0.021%
5/7/2024 Concurrent Investment Advisors LLC6,323$367K0.0%-13.0%0.002%
5/7/2024 Montag A & Associates Inc.280,887$16.31M0.8%-8.0%0.081%
5/7/2024 Smithfield Trust Co1,714,213$99.53M5.3%+6.6%0.493%
5/7/2024 Facet Wealth Inc.449,041$25.92M0.9%+21.5%0.129%
5/7/2024 Allen Investment Management LLC280,168$16.27M0.2%+1.7%0.081%
5/7/2024 Windward Private Wealth Management Inc.50,518$2.93M1.2%-16.9%0.015%
5/7/2024 PFG Advisors20,833$1.21M0.1%+1.7%0.006%
5/7/2024 Oppenheimer & Co. Inc.78,462$4.56M0.1%+4.9%0.023%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management850,502$49.39M1.5%+2.5%0.245%
5/7/2024 Insight 2811 Inc.810,979$47.09M24.2%+3.4%0.233%
5/7/2024 SG Americas Securities LLC12,101$703K0.0%-43.9%0.003%
5/7/2024 Empowered Funds LLC132,684$7.68M0.1%+7.3%0.038%
5/7/2024 Defender Capital LLC.968,975$56.27M19.1%-10.5%0.279%
5/6/2024 Envestnet Portfolio Solutions Inc.60,684$3.52M0.0%-29.0%0.017%
5/6/2024 Manchester Capital Management LLC1,240$72K0.0%+853.8%0.000%
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5/6/2024 Ruedi Wealth Management Inc.14,074$817K0.3%-37.4%0.004%
5/6/2024 Advisory Alpha LLC1,760,999$102.27M4.2%+5.2%0.507%
5/4/2024 R. W. Roge & Company Inc.41,939$2.44M1.5%+1,107.9%0.012%
5/4/2024 McClarren Financial Advisors Inc.59$30K0.0%-93.1%0.000%
5/4/2024 Silver Oak Advisory Group Inc.6,666$388K0.2%N/A0.002%
5/4/2024 Gould Asset Management LLC CA342,793$19.91M4.8%-3.8%0.099%
5/4/2024 Valley Wealth Managers Inc.10,793$627K0.0%+4.5%0.003%
5/4/2024 One Degree Advisors Inc92,678$5.38M2.7%+1.3%0.027%
5/4/2024 Csenge Advisory Group7,240$420K0.0%+17.3%0.002%
5/3/2024 Embree Financial Group53,063$3.08M0.6%-13.2%0.015%
(Data available from 1/1/2016 forward)

VGSH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VGSH shares?

During the previous two years, 1,018 institutional investors and hedge funds held shares of Vanguard Short-Term Treasury Index ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($27.87B), JPMorgan Chase & Co. ($1.91B), Morgan Stanley ($1.08B), Bank of America Corp DE ($490.39M), Orgel Wealth Management LLC ($395.66M), Wells Fargo & Company MN ($363.61M), and Municipal Employees Retirement System of Michigan ($251.98M).Learn more on VGSH's institutional investors.

Which institutional investors have been buying Vanguard Short-Term Treasury Index ETF stock?

Of the 898 institutional investors that purchased Vanguard Short-Term Treasury Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($35.27M), Orgel Wealth Management LLC ($6.91M), Ronald Blue Trust Inc. ($4.56M), Exchange Traded Concepts LLC ($4.37M), Brown Advisory Inc. ($4.17M), Baird Financial Group Inc. ($3.44M), and Charles Schwab Investment Management Inc. ($3.42M).

How much institutional buying is happening at Vanguard Short-Term Treasury Index ETF?

Institutional investors have bought a total of 204,580,817 shares in the last 24 months. This purchase volume represents approximately $18.66B in transactions.

Which Vanguard Short-Term Treasury Index ETF major shareholders have been selling company stock?

Of the 609 institutional investors that sold Vanguard Short-Term Treasury Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($32.54M), Assetmark Inc. ($3.92M), Capital Advisors Inc. OK ($3.49M), SCS Capital Management LLC ($3.34M), UBS Group AG ($2.90M), HB Wealth Management LLC ($2.78M), and Brown Advisory Inc. ($2.47M).

How much institutional selling is happening at Vanguard Short-Term Treasury Index ETF?

Institutional investors have sold a total of 112,206,364 shares in the last 24 months. This volume of shares sold represents approximately $9.46B in transactions.


This page (NASDAQ:VGSH) was last updated on 5/31/2024 by MarketBeat.com Staff

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