Vanguard Short-Term TreasuryVGSHETF
13F holders, Q3 2024 (September 30)844holders −2
67new positions
65sold out
2famous investors
$58.98avg. 13F price*
At the end of Q3 2024, 844 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, down 2 from Q2 2024. 67 opened new positions and 65 sold out. The largest holders were Morgan Stanley ($1.2B), JPMorgan Chase & Co. ($842.1M) and Orgel Wealth Management, LLC ($423.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vanguard Short-Term Treasury
- CUSIP
- 92206C102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $232.2M |
| Exits | 65 | $58.6M |
All 13F filers, Q2 2024 → Q3 2024: 22,544,362 shares bought and 21,993,220 shares sold, net +551,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 844 holders
| Morgan Stanley | 0.09% | Reduce -1.9% | 20,552,361 | $1.2B |
| JPMorgan Chase & Co. | 0.07% | Reduce -26.5% | 14,268,498 | $842.1M |
| Orgel Wealth Management, LLC | 10.59% | Add +4.8% | 7,171,410 | $423.3M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -15.9% | 6,715,978 | $396.4M |
| Bank of America Corp. | 0.03% | Add +6.7% | 6,593,414 | $389.1M |
| Northern Trust Corp. | 0.05% | Add +14.0% | 5,397,511 | $318.6M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -23.6% | 5,020,708 | $296.3M |
| Partners Capital Investment Group, LLP | 4.67% | Add +9.3% | 4,952,286 | $292.3M |
| State Street Corp. | 0.01% | No change | 4,000,000 | $236.1M |
| SCS Capital Management LLC | 4.75% | Add +2.7% | 3,992,357 | $235.6M |
| M&T Bank Corp | 0.76% | Add +1.7% | 3,911,421 | $230.9M |
| Wealth Enhancement Advisory Services, LLC | 0.49% | Add +8.2% | 3,862,312 | $228.0M |
| Baird Financial Group, Inc. | 0.43% | Add +33.7% | 3,782,326 | $223.2M |
| Municipal Employees' Retirement System of Michigan | 2.80% | Add +0.3% | 3,601,177 | $212.5M |
| Cerity Partners LLC | 0.44% | Add +8.3% | 3,376,630 | $199.3M |
| Wells Fargo & Company | 0.05% | Reduce -44.3% | 3,195,696 | $188.6M |
| NorthRock Partners, LLC | 5.43% | Add +12081.3% | 2,791,820 | $164.8M |
| UBS Group AG | 0.04% | Reduce -15.7% | 2,686,721 | $158.6M |
| Blue Trust, Inc. | 1.96% | Add +13.9% | 2,593,161 | $150.4M |
| Valmark Advisers, Inc. | 2.35% | Add +5.3% | 2,540,475 | $149.9M |
| Money Design Co.,Ltd. | 7.21% | Add +5.2% | 2,456,136 | $145.0M |
| Johns Hopkins University | 4.56% | New | 2,061,065 | $121.6M |
| Smithfield Trust Co | 5.96% | Add +5.8% | 2,059,943 | $121.6M |
| Mercer Global Advisors Inc. | 0.27% | Add +24.6% | 1,934,131 | $113.9M |
| Nepc LLC | 3.40% | No change | 1,913,635 | $112.9M |
| Advisory Alpha, LLC | 3.98% | Add +5.8% | 1,899,234 | $112.1M |
| HighTower Advisors, LLC | 0.16% | Add +2.1% | 1,885,957 | $111.3M |
| Royal Bank of Canada | 0.02% | Reduce -5.3% | 1,879,609 | $110.9M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Add +17.5% | 1,826,533 | $107.8M |
| LPL Financial LLC | 0.05% | Add +3.1% | 1,802,512 | $106.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -8.8% | 1,652,946 | $99.0M |
| Acropolis Investment Management, LLC | 5.70% | Reduce -1.9% | 1,626,256 | $96.0M |
| Pure Financial Advisors, LLC | 2.27% | Add +17.1% | 1,602,655 | $94.6M |
| Brown Advisory Inc. | 0.11% | Reduce -10.9% | 1,537,534 | $90.7M |
| Cetera Investment Advisers | 0.17% | Add +64.3% | 1,278,762 | $75.5M |
| Rockefeller Capital Management L.P. | 0.20% | Add +0.6% | 1,230,825 | $72.6M |
| TD Private Client Wealth LLC | 1.95% | Add +12.2% | 1,150,437 | $67.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -12.3% | 1,134,422 | $67.0M |
| AE Wealth Management LLC | 0.60% | Reduce -2.1% | 1,123,205 | $66.3M |
| First Financial Bankshares Inc | 1.38% | Add +4.4% | 1,114,445 | $65.8M |
| Truist Financial Corp. | 0.10% | Reduce -22.0% | 1,088,018 | $64.2M |
| Evensky & Katz LLC | 4.17% | Add +2.7% | 1,086,352 | $64.1M |
| Miller Investment Management, LP | 6.48% | Add +40.6% | 1,054,914 | $62.3M |
| Talon Private Wealth, LLC | 12.98% | — | 1,045,588 | $61.7M |
| Old National Bancorp | 1.41% | Add +0.4% | 1,034,599 | $61.1M |
| Creative Planning | 0.06% | Reduce -3.4% | 1,034,166 | $61.0M |
| Brookstone Capital Management | 0.85% | Add +1206.6% | 979,003 | $57.8M |
| Penserra Capital Management LLC | 1.25% | Reduce -17.5% | 972,752 | $57.4M |
| Renaissance Technologies | 0.08% | Reduce -17.2% | 948,507 | $56.0M |
| First Command Advisory Services, Inc. | 0.54% | Add +5.8% | 943,831 | $55.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.51% | Add +3.4% | 906,854 | $53.5M |
| NorthCoast Asset Management LLC | 0.38% | Add +6213.3% | 908,739 | $53.3M |
| Osaic Holdings, Inc. | 0.12% | Add +28.0% | 897,569 | $53.0M |
| Chemistry Wealth Management LLC | 12.66% | Add +2.5% | 897,040 | $52.9M |
| Merit Financial Group, LLC | 1.16% | Reduce -12.0% | 875,229 | $51.7M |
| Strata Wealth Advisors, LLC | 16.29% | Add +4.8% | 858,536 | $50.7M |
| Eagle Ridge Investment Management | 4.40% | Add +6.5% | 850,413 | $50.2M |
| New York Life Investment Management LLC | 0.46% | Add +18.3% | 805,323 | $47.5M |
| 1834 Investment Advisors Co. | 5.45% | Add +7.6% | 792,722 | $46.8M |
| Cornerstone Wealth Advisors, Inc. | 12.95% | Reduce -35.0% | 789,310 | $46.6M |
| Armstrong Advisory Group, Inc. | 3.77% | Add +2126.2% | 771,192 | $45.5M |
| Insight 2811, Inc. | 22.36% | Reduce -4.8% | 761,133 | $44.9M |
| Oak Harvest Investment Services | 6.45% | Reduce -10.6% | 759,547 | $44.8M |
| Federation des caisses Desjardins du Quebec | 0.22% | Reduce -0.5% | 758,823 | $44.8M |
| Pacific Sage Partners, LLC | 10.61% | Reduce -0.4% | 755,244 | $44.6M |
| Defender Capital, LLC. | 14.71% | Reduce -16.6% | 750,753 | $44.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.8% | 719,270 | $42.5M |
| Wealth Dimensions Group, Ltd. | 10.37% | Add +5.1% | 693,782 | $40.9M |
| Alta Advisers Ltd | 18.37% | Reduce -2.1% | 681,276 | $40.2M |
| Foster Group, Inc. | 1.49% | Add +1.4% | 675,109 | $39.8M |
| Falcon Wealth Planning | 4.67% | Add +4.1% | 673,965 | $39.8M |
| Presilium Private Wealth, LLC | 9.08% | Add +7.5% | 667,745 | $39.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.91% | Add +9.1% | 665,709 | $39.3M |
| Spire Wealth Management | 1.31% | Add +119.5% | 660,746 | $39.0M |
| Mariner, LLC | 0.06% | Reduce -4.1% | 603,938 | $35.6M |
| Vernal Point Advisors, LLC | 26.71% | Reduce -7.6% | 584,904 | $34.5M |
| Ami Investment Management Inc. | 11.62% | Add +1.8% | 581,552 | $34.3M |
| Opus Capital Group, LLC | 4.18% | Add +3.2% | 567,159 | $33.5M |
| MassMutual Private Wealth & Trust, FSB | 0.92% | Add +2.1% | 550,001 | $32.5M |
| Mayport, LLC | 10.04% | Add +13.3% | 530,852 | $31.3M |
| Portland Global Advisors LLC | 3.94% | Add +8.3% | 530,392 | $31.3M |
| Scopus Asset Management, L.P. | 0.91% | No change | 522,500 | $30.8M |
| Arista Wealth Management, LLC | 7.13% | Add +1.9% | 502,915 | $29.7M |
| Beacon Pointe Advisors, LLC | 0.34% | Add +4.0% | 500,214 | $29.5M |
| Benjamin Edwards Inc. | 0.43% | Add +2026.1% | 495,185 | $29.2M |
| Cambridge Associates LLC /Ma/ | 1.07% | New | 482,601 | $28.5M |
| Schiavi & Co LLC | 10.29% | Add +3.5% | 480,444 | $28.4M |
| MainStreet Investment Advisors LLC | 3.76% | Reduce -10.3% | 479,765 | $28.3M |
| Facet Wealth, Inc. | 0.80% | Add +6.7% | 482,974 | $28.1M |
| Alaethes Wealth, LLC | 10.30% | Add +13.2% | 473,060 | $27.9M |
| American Money Management, LLC | 5.52% | Add +8.3% | 468,095 | $27.6M |
| Cordant, Inc. | 13.27% | Add +5.9% | 439,641 | $25.9M |
| Bleakley Financial Group, LLC | 0.77% | Add +94.5% | 426,495 | $25.2M |
| Foundations Investment Advisors, LLC | 0.53% | Reduce -34.6% | 424,500 | $25.1M |
| WBH Advisory Inc. | 2.36% | Reduce -3.7% | 422,890 | $25.0M |
| Franklin Resources Inc. | 0.01% | Add +1.2% | 424,379 | $24.8M |
| Delta Investment Management, LLC | 5.04% | Add +11.7% | 418,743 | $24.7M |
| Venturi Wealth Management, LLC | 1.29% | Add +74.9% | 417,258 | $24.6M |
| Global Wealth Management Investment Advisory, Inc. | 5.30% | Add +3.9% | 416,079 | $24.6M |
| Stratos Wealth Advisors, LLC | 1.08% | Add +11.7% | 400,400 | $23.6M |
"% of holder's portfolio" is VGSH's weight in each manager's 13F, not the share of Vanguard Short-Term Treasury the manager owns.