Vanguard Short-Term TreasuryVGSHETF
13F holders, Q4 2024 (December 31)907holders +63
61new positions
63sold out
5famous investors
$58.15avg. 13F price*
At the end of Q4 2024, 907 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, up 63 from Q3 2024. 61 opened new positions and 63 sold out. The largest holders were JPMorgan Chase & Co. ($2.2B), Morgan Stanley ($1.3B) and Orgel Wealth Management, LLC ($431.1M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $204.1M |
| Exits | 63 | $49.9M |
All 13F filers, Q3 2024 → Q4 2024: 43,584,452 shares bought and 26,865,171 shares sold, net +16,719,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 907 holders
| JPMorgan Chase & Co. | 0.17% | Add +163.7% | 37,620,327 | $2.2B |
| Morgan Stanley | 0.09% | Add +6.4% | 21,869,931 | $1.3B |
| Orgel Wealth Management, LLC | 11.25% | Add +3.3% | 7,410,127 | $431.1M |
| Bank of America Corp. | 0.04% | Add +8.1% | 7,130,332 | $414.8M |
| Northern Trust Corp. | 0.05% | Add +8.1% | 5,835,986 | $339.5M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -21.6% | 5,264,550 | $306.3M |
| State Street Corp. | 0.01% | Add +12.5% | 4,500,000 | $261.8M |
| SCS Capital Management LLC | 5.04% | Add +5.3% | 4,203,603 | $244.6M |
| Baird Financial Group, Inc. | 0.46% | Add +9.6% | 4,144,493 | $241.1M |
| NorthRock Partners, LLC | 6.85% | Add +29.3% | 3,608,308 | $209.9M |
| Cerity Partners LLC | 0.44% | Add +2.6% | 3,463,004 | $201.5M |
| Blue Trust, Inc. | 2.56% | Add +32.7% | 3,440,752 | $200.2M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -33.1% | 3,357,600 | $195.3M |
| Wells Fargo & Company | 0.04% | Add +0.1% | 3,198,592 | $186.1M |
| M&T Bank Corp | 0.62% | Reduce -19.3% | 3,154,820 | $183.5M |
| Partners Capital Investment Group, LLP | 3.96% | Reduce -50.0% | 2,474,288 | $144.0M |
| Raymond James Financial Inc. | 0.05% | — | 2,325,885 | $135.3M |
| Money Design Co.,Ltd. | 6.80% | Reduce -7.2% | 2,278,767 | $132.5M |
| Cetera Investment Advisers | 0.25% | Add +63.3% | 2,087,868 | $121.5M |
| Smithfield Trust Co | 5.94% | Reduce -0.5% | 2,049,294 | $119.2M |
| HighTower Advisors, LLC | 0.16% | Add +7.7% | 2,030,872 | $118.2M |
| LPL Financial LLC | 0.05% | Add +12.1% | 2,020,581 | $117.6M |
| Royal Bank of Canada | 0.02% | Add +4.7% | 1,968,237 | $114.5M |
| Advisory Alpha, LLC | 4.03% | Add +2.4% | 1,945,534 | $113.2M |
| Nepc LLC | 2.99% | No change | 1,913,635 | $111.3M |
| Pure Financial Advisors, LLC | 2.44% | Add +14.9% | 1,841,954 | $107.2M |
| UBS Group AG | 0.02% | Reduce -34.3% | 1,765,187 | $102.7M |
| Acropolis Investment Management, LLC | 5.91% | Add +5.9% | 1,721,827 | $100.2M |
| Johns Hopkins University | 3.29% | Reduce -27.1% | 1,503,345 | $87.5M |
| Renaissance Technologies | 0.13% | Add +55.3% | 1,472,866 | $85.7M |
| MAI Capital Management | 0.61% | New | 1,404,040 | $81.7M |
| Valmark Advisers, Inc. | 1.15% | Reduce -49.9% | 1,271,975 | $74.0M |
| TD Private Client Wealth LLC | 2.05% | Add +9.5% | 1,259,783 | $73.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +7.1% | 1,214,999 | $70.7M |
| Brown Advisory Inc. | 0.09% | Reduce -23.8% | 1,171,009 | $68.1M |
| AE Wealth Management LLC | 0.58% | Add +3.8% | 1,165,588 | $67.8M |
| First Financial Bankshares Inc | 1.46% | Add +3.9% | 1,157,496 | $67.3M |
| Evensky & Katz LLC | 4.31% | Add +4.3% | 1,132,598 | $65.9M |
| Truist Financial Corp. | 0.10% | Add +2.3% | 1,112,593 | $64.7M |
| Creative Planning | 0.06% | Add +2.0% | 1,054,687 | $61.4M |
| Miller Investment Management, LP | 6.51% | Reduce -3.1% | 1,022,044 | $59.5M |
| First Command Advisory Services, Inc. | 0.55% | Add +5.7% | 997,832 | $58.1M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -20.5% | 978,180 | $56.9M |
| Penserra Capital Management LLC | 1.04% | Add +0.3% | 975,432 | $56.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.53% | Add +6.4% | 964,855 | $56.1M |
| Old National Bancorp | 1.31% | Reduce -7.8% | 953,349 | $55.5M |
| Merit Financial Group, LLC | 0.97% | Add +5.5% | 923,190 | $53.7M |
| Chemistry Wealth Management LLC | 12.48% | Add +2.0% | 915,073 | $53.2M |
| Osaic Holdings, Inc. | 0.12% | Add +8.9% | 977,834 | $52.4M |
| NorthCoast Asset Management LLC | 0.26% | Reduce -1.2% | 898,163 | $52.3M |
| Strata Wealth Advisors, LLC | 16.22% | Add +3.4% | 888,047 | $51.7M |
| Eagle Ridge Investment Management | 4.47% | Add +3.6% | 881,242 | $51.3M |
| Merriman Wealth Management, LLC | 2.05% | Add +21432.6% | 846,016 | $49.2M |
| Cornerstone Wealth Advisors, Inc. | 13.23% | Add +4.9% | 828,259 | $48.2M |
| Talon Private Wealth, LLC | 9.66% | Reduce -24.0% | 794,752 | $46.2M |
| Oak Harvest Investment Services | 6.43% | Add +4.3% | 792,209 | $46.1M |
| 1834 Investment Advisors Co. | 5.70% | Reduce -2.4% | 773,486 | $45.0M |
| Pacific Sage Partners, LLC | 10.25% | Add +2.3% | 772,800 | $45.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -53.3% | 772,435 | $44.9M |
| Federation des caisses Desjardins du Quebec | 0.22% | Reduce -0.0% | 758,604 | $44.1M |
| Insight 2811, Inc. | 22.51% | Reduce -1.4% | 750,439 | $43.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.3% | 750,126 | $43.6M |
| Brookstone Capital Management | 0.62% | Reduce -24.8% | 736,731 | $42.9M |
| Wealth Dimensions Group, Ltd. | 10.24% | Add +3.6% | 718,843 | $41.8M |
| Vernal Point Advisors, LLC | 28.51% | Add +21.9% | 713,086 | $41.5M |
| Falcon Wealth Planning | 4.61% | Add +5.3% | 710,035 | $41.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.80% | Add +6.6% | 709,878 | $41.3M |
| Foster Group, Inc. | 1.56% | Add +3.9% | 701,489 | $40.8M |
| Presilium Private Wealth, LLC | 9.38% | Add +5.0% | 700,995 | $40.8M |
| Spire Wealth Management | 1.23% | Add +3.2% | 682,020 | $39.7M |
| Ami Investment Management Inc. | 12.78% | Add +16.2% | 675,946 | $39.3M |
| Trustmark Bank Trust Department | 2.79% | Add +99.9% | 644,478 | $37.5M |
| Mariner, LLC | 0.06% | Add +4.0% | 628,310 | $36.6M |
| Mayport, LLC | 10.72% | Add +17.8% | 625,075 | $36.4M |
| Portland Global Advisors LLC | 4.49% | Add +14.9% | 609,187 | $35.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -84.2% | 608,592 | $35.4M |
| Capital Advisors Inc. | 0.70% | Add +5763.2% | 606,485 | $35.3M |
| Opus Capital Group, LLC | 4.30% | Add +2.7% | 582,280 | $33.9M |
| Coldstream Capital Management Inc. | 0.71% | Add +66.0% | 574,320 | $33.4M |
| Connecticut Wealth Management, LLC | 1.61% | Add +11271.4% | 614,056 | $32.7M |
| Cambridge Associates LLC /Ma/ | 1.04% | Add +16.0% | 559,659 | $32.6M |
| Altfest L J & Co. Inc. | 3.96% | New | 534,040 | $31.1M |
| Beacon Pointe Advisors, LLC | 0.34% | Add +5.3% | 526,983 | $30.7M |
| American Money Management, LLC | 5.96% | Add +12.2% | 525,029 | $30.5M |
| Scopus Asset Management, L.P. | 1.12% | No change | 522,500 | $30.4M |
| Benjamin Edwards Inc. | 0.43% | Add +4.0% | 514,998 | $30.0M |
| Facet Wealth, Inc. | 0.79% | Add +5.9% | 511,637 | $29.8M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -73.8% | 506,633 | $29.5M |
| Summit Trail Advisors, LLC | 1.08% | Add +454.7% | 504,019 | $29.3M |
| Schiavi & Co LLC | 11.32% | Add +3.8% | 498,573 | $29.0M |
| Prudential PLC | 0.15% | Add +34.6% | 495,610 | $28.8M |
| Alaethes Wealth, LLC | 10.26% | Add +4.3% | 493,324 | $28.7M |
| Arista Wealth Management, LLC | 6.88% | Reduce -1.9% | 493,230 | $28.7M |
| Essential Planning, LLC. | 0.19% | Add +6400.0% | 489,125 | $28.6M |
| Stephens Inc. | 0.40% | Add +5006.4% | 489,552 | $28.5M |
| Vanguard Group Inc. | 0.00% | Add +18.1% | 470,556 | $27.4M |
| MassMutual Private Wealth & Trust, FSB | 0.76% | Reduce -15.2% | 466,665 | $27.2M |
| MainStreet Investment Advisors LLC | 3.79% | Reduce -3.0% | 465,322 | $27.1M |
| Cordant, Inc. | 13.88% | Add +3.1% | 453,461 | $26.4M |
| Global Wealth Management Investment Advisory, Inc. | 5.32% | Add +6.5% | 443,261 | $25.8M |
"% of holder's portfolio" is VGSH's weight in each manager's 13F, not the share of Vanguard Short-Term Treasury the manager owns.