Vanguard Short-Term TreasuryVGSHETF
13F holders, Q2 2024 (June 30)846holders +7
76new positions
71sold out
2famous investors
$58.02avg. 13F price*
At the end of Q2 2024, 846 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, up 7 from Q1 2024. 76 opened new positions and 71 sold out. The largest holders were Morgan Stanley ($1.2B), JPMorgan Chase & Co. ($1.1B) and Goldman Sachs Group Inc. ($463.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $113.3M |
| Exits | 71 | $109.3M |
All 13F filers, Q1 2024 → Q2 2024: 15,792,765 shares bought and 24,401,015 shares sold, net −8,608,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 846 holders
| Morgan Stanley | 0.09% | Reduce -3.7% | 20,939,368 | $1.2B |
| JPMorgan Chase & Co. | 0.10% | Reduce -41.0% | 19,418,429 | $1.1B |
| Goldman Sachs Group Inc. | 0.09% | Add +16.7% | 7,990,487 | $463.4M |
| Orgel Wealth Management, LLC | 10.71% | Add +0.4% | 6,843,144 | $396.8M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -2.3% | 6,572,534 | $381.1M |
| Bank of America Corp. | 0.03% | Reduce -0.8% | 6,178,026 | $358.3M |
| Wells Fargo & Company | 0.09% | Reduce -4.8% | 5,735,679 | $332.6M |
| Northern Trust Corp. | 0.05% | Add +11.1% | 4,734,554 | $274.6M |
| Partners Capital Investment Group, LLP | 4.44% | Add +80.3% | 4,531,170 | $262.7M |
| State Street Corp. | 0.01% | No change | 4,000,000 | $232.0M |
| SCS Capital Management LLC | 4.72% | Reduce -1.3% | 3,888,767 | $225.5M |
| M&T Bank Corp | 0.76% | Reduce -6.0% | 3,846,316 | $223.0M |
| Municipal Employees' Retirement System of Michigan | 2.89% | Reduce -17.3% | 3,590,033 | $208.2M |
| Wealth Enhancement Advisory Services, LLC | 0.49% | Add +6.8% | 3,570,336 | $207.0M |
| UBS Group AG | 0.06% | Reduce -5.9% | 3,188,018 | $184.9M |
| Cerity Partners LLC | 0.49% | Add +6.1% | 3,118,260 | $180.8M |
| Baird Financial Group, Inc. | 0.34% | Add +7.4% | 2,829,764 | $164.1M |
| Valmark Advisers, Inc. | 2.38% | Add +7.9% | 2,411,711 | $139.9M |
| Money Design Co.,Ltd. | 7.30% | Add +3.1% | 2,335,604 | $135.4M |
| Blue Trust, Inc. | 1.81% | Reduce -1.1% | 2,276,252 | $132.2M |
| Royal Bank of Canada | 0.03% | Reduce -8.1% | 1,984,694 | $115.1M |
| Smithfield Trust Co | 5.92% | Add +13.6% | 1,947,971 | $112.9M |
| Nepc LLC | 3.66% | No change | 1,913,635 | $111.0M |
| HighTower Advisors, LLC | 0.17% | Add +5.7% | 1,846,537 | $107.1M |
| Ameriprise Financial Inc. | 0.03% | Add +0.4% | 1,812,346 | $105.1M |
| Advisory Alpha, LLC | 4.10% | Add +1.9% | 1,794,723 | $104.1M |
| LPL Financial LLC | 0.05% | Add +4.3% | 1,748,893 | $101.4M |
| Gitterman Wealth Management, LLC | 39.08% | Reduce -0.5% | 1,748,449 | $101.4M |
| Brown Advisory Inc. | 0.13% | Add +17.2% | 1,725,255 | $100.0M |
| Acropolis Investment Management, LLC | 6.07% | Add +7.3% | 1,658,192 | $96.2M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Add +4.7% | 1,554,397 | $90.1M |
| Mercer Global Advisors Inc. | 0.25% | Add +13.7% | 1,551,763 | $90.0M |
| Truist Financial Corp. | 0.12% | Add +0.0% | 1,394,127 | $80.8M |
| Pure Financial Advisors, LLC | 2.20% | Add +13.4% | 1,368,743 | $79.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.3% | 1,292,915 | $75.0M |
| Rockefeller Capital Management L.P. | 0.20% | Add +9.9% | 1,224,037 | $71.0M |
| Cornerstone Wealth Advisors, Inc. | 21.08% | Add +2.5% | 1,214,314 | $70.4M |
| Penserra Capital Management LLC | 0.87% | Add +0.0% | 1,178,986 | $68.4M |
| AE Wealth Management LLC | 0.67% | Add +14.1% | 1,147,914 | $66.6M |
| Renaissance Technologies | 0.11% | Add +234.4% | 1,145,600 | $66.4M |
| Creative Planning | 0.07% | Add +38.1% | 1,070,408 | $62.1M |
| First Financial Bankshares Inc | 1.42% | Add +1.4% | 1,067,598 | $61.9M |
| Evensky & Katz LLC | 4.27% | Reduce -0.3% | 1,058,252 | $61.4M |
| BOK Financial Private Wealth, Inc. | 4.36% | Add +13.5% | 1,034,150 | $60.0M |
| Old National Bancorp | 1.41% | Add +7.0% | 1,030,542 | $59.8M |
| TD Private Client Wealth LLC | 1.87% | Add +11.0% | 1,025,736 | $59.5M |
| Merit Financial Group, LLC | 1.27% | Reduce -1.7% | 994,960 | $57.7M |
| Defender Capital, LLC. | 17.84% | Reduce -7.1% | 900,319 | $52.2M |
| First Command Advisory Services, Inc. | 0.54% | Add +77.6% | 892,118 | $51.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.53% | Add +3.1% | 877,126 | $50.9M |
| Chemistry Wealth Management LLC | 13.11% | Add +2.6% | 875,107 | $50.7M |
| Oak Harvest Investment Services | 7.78% | Add +3.4% | 849,181 | $49.2M |
| Strata Wealth Advisors, LLC | 16.36% | Reduce -2.5% | 818,968 | $47.5M |
| Insight 2811, Inc. | 24.08% | Reduce -1.4% | 799,707 | $46.4M |
| Eagle Ridge Investment Management | 4.28% | Add +2.3% | 798,138 | $46.3M |
| Cetera Investment Advisers | 0.10% | Reduce -40.3% | 778,124 | $45.1M |
| Federation des caisses Desjardins du Quebec | 0.24% | Reduce -2.1% | 762,636 | $44.2M |
| Pacific Sage Partners, LLC | 10.89% | Add +0.7% | 757,974 | $44.0M |
| Miller Investment Management, LP | 5.20% | Add +103.3% | 750,062 | $43.5M |
| 1834 Investment Advisors Co. | 5.15% | Add +0.4% | 736,958 | $42.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -46.6% | 706,586 | $41.0M |
| Osaic Holdings, Inc. | 0.10% | Reduce -8.9% | 700,991 | $40.7M |
| Alta Advisers Ltd | 19.41% | Reduce -0.5% | 696,073 | $40.4M |
| New York Life Investment Management LLC | 0.40% | Add +44.9% | 680,786 | $39.5M |
| Foster Group, Inc. | 1.52% | Add +4.1% | 665,580 | $38.6M |
| Wealth Dimensions Group, Ltd. | 10.91% | Add +2.0% | 660,066 | $38.3M |
| Foundations Investment Advisors, LLC | 0.91% | Reduce -5.2% | 649,622 | $37.7M |
| Falcon Wealth Planning | 4.87% | Add +169.9% | 647,176 | $37.5M |
| Vernal Point Advisors, LLC | 26.13% | Reduce -0.1% | 632,937 | $36.7M |
| Mariner, LLC | 0.07% | Reduce -2.2% | 629,671 | $36.5M |
| Presilium Private Wealth, LLC | 9.10% | Add +17.6% | 620,995 | $36.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.76% | Add +7.0% | 610,142 | $35.4M |
| Nomura Asset Management Co. Ltd. | 0.11% | New | 573,700 | $33.3M |
| Ami Investment Management Inc. | 11.56% | Add +5.9% | 571,179 | $33.1M |
| Opus Capital Group, LLC | 4.54% | Add +2.7% | 549,570 | $31.9M |
| MassMutual Private Wealth & Trust, FSB | 0.95% | Add +3.1% | 538,537 | $31.2M |
| MainStreet Investment Advisors LLC | 3.80% | Add +4.3% | 535,154 | $31.0M |
| Scopus Asset Management, L.P. | 0.95% | No change | 522,500 | $30.3M |
| Arista Wealth Management, LLC | 7.53% | Add +176.3% | 493,741 | $28.6M |
| Portland Global Advisors LLC | 3.85% | Add +10.6% | 489,870 | $28.4M |
| Herr Investment Group LLC | 8.32% | Reduce -0.8% | 484,669 | $28.1M |
| Beacon Pointe Advisors, LLC | 0.33% | Reduce -4.4% | 480,876 | $27.9M |
| Benjamin F. Edwards & Company, Inc. | 0.48% | Reduce -5.5% | 469,418 | $27.2M |
| Mayport, LLC | 9.68% | Add +32.3% | 468,487 | $27.2M |
| Schiavi & Co LLC | 10.56% | Add +6.1% | 464,368 | $26.9M |
| Facet Wealth, Inc. | 0.81% | Add +0.8% | 452,592 | $26.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -8.8% | 445,049 | $25.8M |
| WBH Advisory Inc. | 2.58% | Add +40.3% | 439,098 | $25.5M |
| American Money Management, LLC | 5.35% | Add +0.0% | 432,327 | $25.1M |
| Charles Schwab Trust Co | 2.30% | Add +1.5% | 428,497 | $24.8M |
| AllGen Financial Advisors, Inc. | 9.26% | Reduce -23.5% | 420,812 | $24.4M |
| Franklin Resources Inc. | 0.01% | Add +1.0% | 419,259 | $24.3M |
| Alaethes Wealth, LLC | 10.02% | Add +119.9% | 417,942 | $24.2M |
| Cordant, Inc. | 13.45% | Add +1.8% | 415,260 | $24.1M |
| Global Wealth Management Investment Advisory, Inc. | 5.40% | Add +17.9% | 400,311 | $23.2M |
| Strategic Wealth Investment Group, LLC | 2.92% | — | 399,801 | $23.1M |
| Sollinda Capital Management LLC | 6.94% | Reduce -8.0% | 392,771 | $22.8M |
| Prudential PLC | 0.16% | Add +154.7% | 388,190 | $22.5M |
| Delta Investment Management, LLC | 4.80% | Reduce -14.9% | 375,013 | $21.7M |
| Level Financial Advisors | 9.42% | Add +2.6% | 374,952 | $21.7M |
"% of holder's portfolio" is VGSH's weight in each manager's 13F, not the share of Vanguard Short-Term Treasury the manager owns.