Vanguard Short-Term TreasuryVGSHETF
13F holders, Q1 2024 (March 31)839holders
3famous investors
$58.07avg. 13F price*
At the end of Q1 2024, 839 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($1.9B), Morgan Stanley ($1.3B) and Goldman Sachs Group Inc. ($397.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Short-Term Treasury
- CUSIP
- 92206C102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $139.7M |
| Exits | 78 | $54.7M |
Ownership 839 holders
| JPMorgan Chase & Co. | 0.17% | Reduce -35.5% | 32,920,864 | $1.9B |
| Morgan Stanley | 0.10% | Add +8.7% | 21,753,308 | $1.3B |
| Goldman Sachs Group Inc. | 0.08% | Add +87.1% | 6,845,784 | $397.5M |
| Orgel Wealth Management, LLC | 10.85% | Add +6.0% | 6,813,505 | $395.7M |
| Envestnet Asset Management Inc. | 0.15% | Add +56.9% | 6,725,131 | $390.5M |
| Bank of America Corp. | 0.04% | Reduce -2.7% | 6,229,707 | $361.8M |
| Wells Fargo & Company | 0.09% | Reduce -3.4% | 6,023,812 | $349.8M |
| Municipal Employees' Retirement System of Michigan | 3.25% | Add +0.8% | 4,339,205 | $252.0M |
| Northern Trust Corp. | 0.04% | Add +32.1% | 4,260,841 | $247.4M |
| M&T Bank Corp | 0.83% | Add +3.9% | 4,093,120 | $237.7M |
| State Street Corp. | 0.01% | No change | 4,000,000 | $232.3M |
| SCS Capital Management LLC | 4.87% | Add +2.2% | 3,941,333 | $228.9M |
| UBS Group AG | 0.06% | Reduce -8.2% | 3,386,584 | $196.7M |
| Wealth Enhancement Advisory Services, LLC | 0.50% | Reduce -13.8% | 3,342,868 | $194.1M |
| Cerity Partners LLC | 0.45% | Add +72.7% | 2,939,098 | $170.7M |
| Baird Financial Group, Inc. | 0.32% | Add +9.3% | 2,634,950 | $153.0M |
| Partners Capital Investment Group, LLP | 4.37% | Reduce -37.9% | 2,513,857 | $146.0M |
| Blue Trust, Inc. | 1.88% | Reduce -20.2% | 2,301,584 | $133.7M |
| Money Design Co.,Ltd. | 7.16% | Add +3.8% | 2,265,108 | $131.5M |
| Valmark Advisers, Inc. | 2.26% | Add +1.9% | 2,234,636 | $129.8M |
| Royal Bank of Canada | 0.03% | Reduce -8.5% | 2,160,056 | $125.4M |
| Nepc LLC | 3.83% | No change | 1,913,635 | $111.1M |
| Ameriprise Financial Inc. | 0.03% | Add +7.0% | 1,805,214 | $105.6M |
| Advisory Alpha, LLC | 4.20% | Add +5.2% | 1,760,999 | $102.3M |
| Gitterman Wealth Management, LLC | 39.55% | Add +6.4% | 1,756,921 | $102.0M |
| HighTower Advisors, LLC | 0.16% | Add +8.7% | 1,747,534 | $101.5M |
| Smithfield Trust Co | 5.28% | Add +6.6% | 1,714,213 | $99.5M |
| LPL Financial LLC | 0.05% | Reduce -12.6% | 1,675,958 | $97.3M |
| Acropolis Investment Management, LLC | 5.87% | Add +9.1% | 1,544,784 | $89.7M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Reduce -1.2% | 1,485,342 | $86.3M |
| Brown Advisory Inc. | 0.11% | Reduce -13.3% | 1,471,970 | $85.5M |
| Truist Financial Corp. | 0.12% | Add +6.4% | 1,393,640 | $80.9M |
| Mercer Global Advisors Inc. | 0.23% | Add +21.9% | 1,364,377 | $79.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -47.1% | 1,324,556 | $76.9M |
| Cetera Investment Advisers | 0.18% | Add +558.0% | 1,302,815 | $75.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -12.8% | 1,252,265 | $72.7M |
| Pure Financial Advisors, LLC | 2.19% | Add +11.7% | 1,207,161 | $70.1M |
| Cornerstone Wealth Advisors, Inc. | 21.19% | Add +3.3% | 1,185,301 | $68.8M |
| Penserra Capital Management LLC | 0.86% | Add +920888.3% | 1,178,865 | $68.5M |
| Rockefeller Capital Management L.P. | 0.19% | Reduce -7.5% | 1,113,358 | $64.7M |
| Evensky & Katz LLC | 4.35% | Reduce -2.7% | 1,061,261 | $61.6M |
| First Financial Bankshares Inc | 1.38% | Add +2.7% | 1,053,092 | $61.2M |
| Merit Financial Group, LLC | 1.39% | Reduce -3.7% | 1,012,357 | $58.5M |
| AE Wealth Management LLC | 0.66% | Reduce -54.0% | 1,006,514 | $58.4M |
| Defender Capital, LLC. | 19.14% | Reduce -10.5% | 968,975 | $56.3M |
| Old National Bancorp | 1.33% | Add +22.9% | 962,885 | $55.9M |
| TD Private Client Wealth LLC | 1.76% | Add +14.3% | 923,841 | $53.6M |
| BOK Financial Private Wealth, Inc. | 3.94% | Add +14.3% | 911,394 | $52.9M |
| Chemistry Wealth Management LLC | 13.34% | Add +3.6% | 852,581 | $49.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.53% | Add +2.5% | 850,502 | $49.4M |
| Strata Wealth Advisors, LLC | 17.15% | Add +10.0% | 839,759 | $48.8M |
| Oak Harvest Investment Services | 7.92% | Add +17.4% | 821,160 | $47.7M |
| Insight 2811, Inc. | 24.20% | Add +3.4% | 810,979 | $47.1M |
| Eagle Ridge Investment Management | 4.17% | Add +3.1% | 780,049 | $45.3M |
| Federation des caisses Desjardins du Quebec | 0.33% | Add +0.8% | 778,645 | $45.2M |
| Creative Planning | 0.05% | Reduce -24.5% | 775,147 | $45.0M |
| Osaic Holdings, Inc. | 0.10% | Reduce -18.1% | 769,413 | $44.7M |
| Pacific Sage Partners, LLC | 11.32% | Reduce -0.1% | 753,104 | $43.7M |
| 1834 Investment Advisors Co. | 5.07% | Add +0.2% | 734,005 | $42.6M |
| Alta Advisers Ltd | 20.14% | Add +4.6% | 699,427 | $40.6M |
| Foundations Investment Advisors, LLC | 1.04% | Reduce -34.4% | 685,221 | $39.8M |
| Relative Value Partners Group, LLC | 2.40% | Reduce -0.7% | 651,628 | $38.1M |
| Wealth Dimensions Group, Ltd. | 11.10% | Add +1.3% | 647,249 | $37.6M |
| Mariner, LLC | 0.08% | Reduce -1.6% | 643,644 | $37.4M |
| Foster Group, Inc. | 1.84% | Add +8.9% | 639,146 | $37.1M |
| Vernal Point Advisors, LLC | 31.43% | Reduce -3.5% | 633,362 | $36.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.75% | New | 570,507 | $33.1M |
| AllGen Financial Advisors, Inc. | 12.99% | New | 549,779 | $31.9M |
| Ami Investment Management Inc. | 11.38% | Add +10.0% | 539,286 | $31.3M |
| Opus Capital Group, LLC | 4.54% | Add +2.2% | 534,950 | $31.1M |
| Presilium Private Wealth, LLC | 8.14% | Add +22.2% | 528,251 | $30.7M |
| Scopus Asset Management, L.P. | 1.00% | Add +49.3% | 522,500 | $30.3M |
| MassMutual Private Wealth & Trust, FSB | 0.94% | Add +1.7% | 522,107 | $30.3M |
| MainStreet Investment Advisors LLC | 3.58% | Reduce -0.2% | 512,865 | $29.8M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +1.8% | 502,882 | $29.2M |
| First Command Advisory Services, Inc. | 0.31% | Add +6555.1% | 502,394 | $29.2M |
| Benjamin F. Edwards & Company, Inc. | 0.52% | Reduce -1.5% | 496,487 | $28.8M |
| Herr Investment Group LLC | 8.81% | Reduce -3.3% | 488,608 | $28.4M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -1.8% | 488,099 | $28.3M |
| New York Life Investment Management LLC | 0.27% | Add +7599.4% | 469,969 | $27.3M |
| Dynasty Wealth Management, LLC | 0.85% | — | 457,188 | $26.5M |
| Bank of Nova Scotia | 0.05% | Reduce -10.8% | 449,247 | $26.1M |
| Facet Wealth, Inc. | 0.87% | Add +21.5% | 449,041 | $25.9M |
| Portland Global Advisors LLC | 3.51% | Add +30.4% | 442,896 | $25.7M |
| Hilton Capital Management, LLC | 2.30% | Reduce -36.0% | 441,494 | $25.6M |
| Delta Investment Management, LLC | 5.81% | Reduce -10.9% | 440,737 | $25.6M |
| Schiavi & Co LLC | 10.02% | Add +2.5% | 437,500 | $25.4M |
| Salomon & Ludwin, LLC | 2.17% | Add +30.4% | 435,074 | $25.3M |
| Assetmark, Inc. | 0.08% | Add +413.4% | 433,668 | $25.2M |
| American Money Management, LLC | 5.24% | Add +11.4% | 432,275 | $25.1M |
| Sollinda Capital Management LLC | 7.75% | Reduce -33.7% | 426,808 | $24.8M |
| Charles Schwab Trust Co | 2.32% | Reduce -1.1% | 422,068 | $24.5M |
| Franklin Resources Inc. | 0.01% | Add +4.0% | 415,176 | $24.1M |
| Cordant, Inc. | 13.73% | Add +1.8% | 407,925 | $23.7M |
| Five Oceans Advisors | 11.86% | Reduce -1.9% | 397,223 | $23.1M |
| Prime Capital Investment Advisors, LLC | 0.32% | Add +1100.6% | 395,016 | $22.9M |
| MML Investors Services, LLC | 0.09% | Reduce -37.1% | 385,731 | $22.4M |
| CWA Asset Management Group, LLC | 1.35% | Reduce -0.5% | 381,980 | $22.2M |
| Miller Investment Management, LP | 2.74% | Add +1.1% | 369,008 | $21.4M |
| Level Financial Advisors | 9.62% | Add +9.9% | 365,311 | $21.2M |
"% of holder's portfolio" is VGSH's weight in each manager's 13F, not the share of Vanguard Short-Term Treasury the manager owns.