Vanguard Short-Term TreasuryVGSHETF
13F holders, Q1 2025 (March 31)933holders +26
94new positions
61sold out
6famous investors
$58.69avg. 13F price*
At the end of Q1 2025, 933 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, up 26 from Q4 2024. 94 opened new positions and 61 sold out. The largest holders were JPMorgan Chase & Co. ($2.6B), Morgan Stanley ($1.3B) and Orgel Wealth Management, LLC ($442.3M). 6 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $173.1M |
| Exits | 61 | $81.7M |
All 13F filers, Q4 2024 → Q1 2025: 31,740,610 shares bought and 14,447,409 shares sold, net +17,293,201 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 933 holders
| JPMorgan Chase & Co. | 0.19% | Add +15.7% | 43,506,691 | $2.6B |
| Morgan Stanley | 0.09% | Add +1.8% | 22,253,932 | $1.3B |
| Orgel Wealth Management, LLC | 11.49% | Add +1.7% | 7,535,912 | $442.3M |
| Bank of America Corp. | 0.04% | Reduce -3.1% | 6,909,805 | $405.5M |
| Northern Trust Corp. | 0.05% | Add +7.4% | 6,265,630 | $367.7M |
| Goldman Sachs Group Inc. | 0.06% | Add +5.6% | 5,559,577 | $326.3M |
| Baird Financial Group, Inc. | 0.55% | Add +17.1% | 4,852,865 | $284.8M |
| State Street Corp. | 0.01% | No change | 4,500,000 | $264.1M |
| Partners Capital Investment Group, LLP | 4.46% | Add +81.6% | 4,493,517 | $263.7M |
| SCS Capital Management LLC | 3.25% | Add +3.5% | 4,350,425 | $255.3M |
| NorthRock Partners, LLC | 7.61% | Add +7.0% | 3,859,957 | $226.5M |
| Cerity Partners LLC | 0.44% | Add +5.9% | 3,666,884 | $215.2M |
| M&T Bank Corp | 0.69% | Add +2.7% | 3,240,447 | $190.2M |
| Wells Fargo & Company | 0.04% | Reduce -3.1% | 3,097,806 | $181.8M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -10.9% | 2,991,319 | $175.6M |
| Raymond James Financial Inc. | 0.06% | Add +14.1% | 2,653,756 | $155.7M |
| Ameriprise Financial Inc. | 0.04% | Add +240.9% | 2,632,900 | $154.2M |
| Summit Trail Advisors, LLC | 4.59% | Add +370.2% | 2,369,757 | $139.1M |
| Royal Bank of Canada | 0.03% | Add +19.1% | 2,343,088 | $137.5M |
| LPL Financial LLC | 0.05% | Add +12.3% | 2,269,271 | $133.2M |
| HighTower Advisors, LLC | 0.16% | Add +0.7% | 2,045,989 | $120.1M |
| Smithfield Trust Co | 6.02% | Reduce -0.2% | 2,045,743 | $120.1M |
| Blue Trust, Inc. | 1.53% | Reduce -40.9% | 2,032,023 | $119.3M |
| Pure Financial Advisors, LLC | 2.48% | Add +9.9% | 2,024,208 | $118.8M |
| Cetera Investment Advisers | 0.23% | Reduce -3.6% | 2,013,002 | $118.1M |
| UBS Group AG | 0.02% | Add +2.4% | 1,808,121 | $106.1M |
| Acropolis Investment Management, LLC | 6.17% | Add +2.9% | 1,772,239 | $104.0M |
| Renaissance Technologies | 0.15% | Add +17.8% | 1,734,700 | $101.8M |
| Rwa Wealth Partners, LLC | 1.08% | Add +2004.2% | 1,461,439 | $85.8M |
| Money Design Co.,Ltd. | 4.26% | Reduce -36.1% | 1,457,050 | $85.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +19.0% | 1,446,184 | $84.9M |
| New York Life Investment Management LLC | 0.86% | Add +242.7% | 1,441,536 | $84.6M |
| Creative Planning | 0.08% | Add +34.0% | 1,413,277 | $82.9M |
| MAI Capital Management | 0.63% | Add +0.6% | 1,412,921 | $82.9M |
| TD Private Client Wealth LLC | 2.18% | Add +6.9% | 1,346,379 | $79.0M |
| Advisory Alpha, LLC | 2.54% | Reduce -34.4% | 1,275,761 | $74.8M |
| Valmark Advisers, Inc. | 1.12% | Reduce -0.7% | 1,263,428 | $74.2M |
| Brown Advisory Inc. | 0.10% | Add +5.3% | 1,233,368 | $72.4M |
| Nepc LLC | 1.99% | Reduce -35.9% | 1,226,718 | $72.0M |
| Osaic Holdings, Inc. | 0.16% | Add +23.6% | 1,208,944 | $71.0M |
| First Financial Bankshares Inc | 1.49% | Add +1.8% | 1,178,847 | $69.2M |
| Evensky & Katz LLC | 4.56% | Add +2.2% | 1,157,833 | $68.0M |
| Coldstream Capital Management Inc. | 1.44% | Add +101.2% | 1,155,628 | $67.8M |
| Corient Private Wealth LP | 0.11% | Add +276.8% | 1,116,849 | $65.5M |
| Penserra Capital Management LLC | 1.09% | Add +7.1% | 1,044,360 | $61.3M |
| First Command Advisory Services, Inc. | 0.58% | Add +3.6% | 1,033,345 | $60.6M |
| Miller Investment Management, LP | 6.66% | Add +0.3% | 1,025,069 | $60.2M |
| AE Wealth Management LLC | 0.50% | Reduce -12.2% | 1,022,915 | $60.0M |
| NorthCoast Asset Management LLC | 0.30% | Add +13.3% | 1,017,352 | $59.7M |
| Mercer Global Advisors Inc. | 0.14% | Add +99.0% | 1,008,471 | $59.2M |
| Rockefeller Capital Management L.P. | 0.15% | Add +3.1% | 1,008,155 | $59.2M |
| Focus Partners Wealth | 0.15% | Add +344.1% | 1,000,480 | $58.7M |
| Capital Advisors Inc. | 1.17% | Add +64.9% | 1,000,206 | $58.7M |
| Truist Financial Corp. | 0.09% | Reduce -10.8% | 991,964 | $58.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.48% | Add +1.6% | 980,132 | $57.5M |
| Chemistry Wealth Management LLC | 12.96% | Add +3.7% | 949,291 | $55.7M |
| Strata Wealth Advisors, LLC | 17.08% | Add +5.4% | 936,029 | $54.9M |
| Cornerstone Wealth Advisors, Inc. | 13.76% | Add +2.0% | 844,703 | $49.6M |
| Oak Harvest Investment Services | 6.79% | Add +4.6% | 828,640 | $48.6M |
| Pacific Sage Partners, LLC | 10.38% | Add +1.7% | 785,965 | $46.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.0% | 780,002 | $45.8M |
| Trustmark Bank Trust Department | 3.37% | Add +20.3% | 775,036 | $45.5M |
| Old National Bancorp | 1.19% | Reduce -19.3% | 769,532 | $45.2M |
| Presilium Private Wealth, LLC | 9.98% | Add +8.2% | 758,711 | $44.5M |
| Federation des caisses Desjardins du Quebec | 0.22% | Reduce -0.6% | 754,339 | $44.3M |
| Wealth Dimensions Group, Ltd. | 10.49% | Add +4.1% | 748,434 | $43.9M |
| Insight 2811, Inc. | 22.16% | Reduce -0.9% | 743,568 | $43.6M |
| Talon Private Wealth, LLC | 5.84% | Reduce -6.6% | 742,526 | $43.5M |
| 1834 Investment Advisors Co. | 5.57% | Reduce -4.8% | 735,984 | $43.2M |
| Falcon Wealth Planning | 4.71% | Add +1.6% | 721,745 | $42.4M |
| Mayport, LLC | 11.47% | Add +13.4% | 708,687 | $41.6M |
| Ami Investment Management Inc. | 13.23% | Add +3.4% | 699,157 | $41.0M |
| Foster Group, Inc. | 1.52% | Reduce -1.3% | 692,207 | $40.6M |
| Merit Financial Group, LLC | 0.60% | Reduce -25.7% | 686,080 | $40.3M |
| Mariner, LLC | 0.07% | Add +9.0% | 685,087 | $40.2M |
| Spire Wealth Management | 1.28% | Reduce -0.1% | 681,031 | $40.0M |
| Vernal Point Advisors, LLC | 26.46% | Reduce -4.6% | 680,428 | $39.9M |
| Portland Global Advisors LLC | 4.92% | Add +9.3% | 665,744 | $39.1M |
| Patten & Patten Inc. | 2.60% | Add +145.7% | 660,425 | $38.8M |
| Johns Hopkins University | 1.37% | Reduce -59.0% | 616,877 | $36.2M |
| American Money Management, LLC | 6.30% | Add +7.8% | 565,763 | $33.2M |
| Opus Capital Group, LLC | 4.26% | Reduce -3.1% | 564,243 | $33.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -8.2% | 558,828 | $32.8M |
| Beacon Pointe Advisors, LLC | 0.37% | Add +5.4% | 555,374 | $32.6M |
| Altfest L J & Co. Inc. | 4.05% | Add +3.0% | 550,207 | $32.3M |
| Scopus Asset Management, L.P. | 1.11% | No change | 522,500 | $30.7M |
| Vanguard Group Inc. | 0.00% | Add +11.0% | 522,459 | $30.7M |
| Benjamin Edwards Inc. | 0.43% | Add +1.0% | 520,078 | $30.5M |
| Carnegie Investment Counsel | 0.72% | New | 519,309 | $30.5M |
| Gould Asset Management LLC | 6.21% | Add +23.2% | 513,291 | $30.1M |
| Brookstone Capital Management | 0.43% | Reduce -30.7% | 510,329 | $30.0M |
| Facet Wealth, Inc. | 0.75% | Reduce -3.0% | 496,391 | $29.1M |
| Arista Wealth Management, LLC | 7.02% | Reduce -0.0% | 493,175 | $28.9M |
| Winch Advisory Services, LLC | 7.51% | Add +56.0% | 483,749 | $28.4M |
| Cambridge Associates LLC /Ma/ | 0.80% | Reduce -15.2% | 474,526 | $27.8M |
| Franklin Resources Inc. | 0.01% | Add +7.5% | 456,534 | $26.8M |
| Bleakley Financial Group, LLC | 0.86% | Add +7.3% | 455,839 | $26.8M |
| Cordant, Inc. | 13.92% | Add +0.4% | 455,452 | $26.7M |
| Stephens Inc. | 0.39% | Reduce -7.7% | 452,092 | $26.5M |
| MassMutual Private Wealth & Trust, FSB | 0.76% | Reduce -4.2% | 447,318 | $26.3M |
"% of holder's portfolio" is VGSH's weight in each manager's 13F, not the share of Vanguard Short-Term Treasury the manager owns.