Vanguard Short-Term TreasuryVGSHETF

13F holders, Q2 2025 (June 30)
945holders +12
81new positions
69sold out
5famous investors
$58.81avg. 13F price*

At the end of Q2 2025, 945 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, up 12 from Q1 2025. 81 opened new positions and 69 sold out. The largest holders were JPMorgan Chase & Co. ($1.5B), Morgan Stanley ($1.2B) and Bank of America Corp. ($513.6M). 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 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

05001,0001,500 Q1 2024: 839Q1 2024Q2 2024: 846Q2 2024Q3 2024: 844Q3 2024Q4 2024: 907Q4 2024Q1 2025: 933Q1 2025Q2 2025: 945Q2 2025Q3 2025: 938Q3 2025Q4 2025: 1,047Q4 2025Q1 2026: 1,065Q1 2026Q2 2026: 1,096Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions81$192.6M
Exits69$56.3M

All 13F filers, Q1 2025 → Q2 2025: 24,742,949 shares bought and 32,694,793 shares sold, net −7,951,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 945 holders

JPMorgan Chase & Co. 0.10% Reduce -41.7% 25,352,002 $1.5B
Morgan Stanley 0.08% Reduce -8.0% 20,478,670 $1.2B
Bank of America Corp. 0.04% Add +26.4% 8,737,169 $513.6M
Orgel Wealth Management, LLC 10.34% Reduce -3.1% 7,300,821 $429.1M
Northern Trust Corp. 0.05% Add +6.8% 6,692,698 $393.4M
Goldman Sachs Group Inc. 0.06% Add +7.0% 5,950,761 $349.8M
Baird Financial Group, Inc. 0.59% Add +18.5% 5,751,500 $338.1M
SCS Capital Management LLC 2.79% Reduce -1.6% 4,282,925 $251.8M
State Street Corp. 0.01% Reduce -7.8% 4,150,000 $243.9M
NorthRock Partners, LLC 6.29% Add +6.3% 4,103,319 $241.2M
Rwa Wealth Partners, LLC 2.88% Add +167.8% 3,913,888 $230.1M
Wells Fargo & Company 0.05% Add +21.7% 3,770,766 $221.6M
Cerity Partners LLC 0.39% Add +0.3% 3,677,985 $216.2M
Envestnet Asset Management Inc. 0.06% Add +10.2% 3,296,136 $193.7M
Raymond James Financial Inc. 0.06% Add +19.9% 3,180,410 $186.9M
M&T Bank Corp 0.64% Reduce -2.4% 3,162,507 $185.9M
Ameriprise Financial Inc. 0.04% Add +0.9% 2,656,654 $161.1M
Partners Capital Investment Group, LLP 6.22% Reduce -41.7% 2,618,804 $153.9M
UBS Group AG 0.03% Add +33.6% 2,415,792 $142.0M
LPL Financial LLC 0.05% Add +2.6% 2,328,663 $136.9M
Summit Trail Advisors, LLC 2.34% Reduce -2.1% 2,321,017 $136.4M
Pure Financial Advisors, LLC 2.22% Add +6.1% 2,147,713 $126.2M
Smithfield Trust Co 5.68% Reduce -0.1% 2,043,482 $120.1M
Royal Bank of Canada 0.02% Reduce -13.0% 2,038,812 $119.8M
Cetera Investment Advisers 0.20% Add +0.6% 2,025,138 $119.0M
Blue Trust, Inc. 1.32% Reduce -6.3% 1,904,542 $111.9M
HighTower Advisors, LLC 0.14% Reduce -7.0% 1,902,706 $111.8M
Acropolis Investment Management, LLC 6.07% Add +6.0% 1,878,946 $110.4M
Brown Advisory Inc. 0.13% Add +30.9% 1,615,046 $94.9M
New York Life Investment Management LLC 0.84% Add +6.4% 1,534,018 $90.2M
MAI Capital Management 0.61% Add +6.4% 1,503,531 $88.4M
Creative Planning 0.07% Add +5.4% 1,489,311 $87.5M
Corient Private Wealth LP 0.12% Add +32.1% 1,475,190 $86.7M
Northwestern Mutual Wealth Management Co. 0.06% Add +2.0% 1,475,137 $86.7M
Nomura Asset Management Co. Ltd. 0.23% Add +41691.1% 1,453,077 $85.4M
TD Private Client Wealth LLC 2.04% Add +4.9% 1,412,670 $83.0M
Valmark Advisers, Inc. 1.04% Add +0.8% 1,273,585 $74.9M
Money Design Co.,Ltd. 3.63% Reduce -14.1% 1,251,534 $73.6M
Osaic Holdings, Inc. 0.13% Add +2.6% 1,240,571 $72.9M
Advisory Alpha, LLC 2.26% Reduce -3.4% 1,232,859 $72.5M
Nepc LLC 1.82% No change 1,226,718 $72.1M
First Financial Bankshares Inc 1.60% Add +3.3% 1,217,708 $71.6M
Coldstream Capital Management Inc. 1.16% Add +4.3% 1,205,763 $70.9M
Evensky & Katz LLC 4.22% Add +1.5% 1,175,649 $69.1M
BOK Financial Private Wealth, Inc. 4.42% Add +573.4% 1,128,270 $66.3M
Renaissance Technologies 0.09% Reduce -35.6% 1,116,900 $65.7M
Truist Financial Corp. 0.10% Add +12.1% 1,112,186 $65.4M
NorthCoast Asset Management LLC 0.27% Add +7.2% 1,090,974 $64.1M
First Command Advisory Services, Inc. 0.53% Add +0.8% 1,041,659 $61.2M
Rockefeller Capital Management L.P. 0.13% Add +2.8% 1,036,500 $60.9M
Miller Investment Management, LP 6.39% Add +0.9% 1,034,743 $60.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.35% Add +3.3% 1,012,783 $59.5M
Chemistry Wealth Management LLC 12.29% Add +2.7% 974,643 $57.3M
Strata Wealth Advisors, LLC 15.30% Add +0.9% 944,899 $55.5M
Citigroup Inc. 0.04% Add +1111.4% 927,088 $54.5M
Beacon Pointe Advisors, LLC 0.54% Add +58.2% 878,643 $51.6M
Cornerstone Wealth Advisors, Inc. 13.08% Add +1.9% 860,921 $50.6M
Armstrong Advisory Group, Inc. 3.82% Add +4174.0% 858,782 $50.5M
Cambridge Associates LLC /Ma/ 1.11% Add +82.8% 867,511 $50.3M
Oak Harvest Investment Services 6.28% Add +2.9% 852,341 $50.1M
AE Wealth Management LLC 0.36% Reduce -19.2% 826,487 $48.6M
Presilium Private Wealth, LLC 9.84% Add +7.8% 817,809 $48.1M
Ami Investment Management Inc. 12.19% Add +14.9% 803,024 $47.2M
Insight 2811, Inc. 22.03% Add +6.5% 791,493 $46.5M
Trustmark Bank Trust Department 3.19% Add +1.3% 784,877 $46.1M
Federation des caisses Desjardins du Quebec 0.19% Add +0.1% 754,837 $44.4M
Falcon Wealth Planning 4.46% Add +4.1% 751,514 $44.2M
Mayport, LLC 10.53% Add +5.3% 746,153 $43.9M
Patten & Patten Inc. 2.83% Add +12.5% 743,105 $43.7M
Wealth Dimensions Group, Ltd. 9.59% Reduce -1.1% 740,377 $43.5M
Foster Group, Inc. 1.47% Add +5.9% 732,827 $43.1M
1834 Investment Advisors Co. 5.29% Reduce -3.4% 710,783 $41.8M
Portland Global Advisors LLC 4.88% Add +5.9% 705,265 $41.5M
Old National Bancorp 0.73% Reduce -9.3% 697,962 $41.0M
Maseco LLP 1.54% — 690,139 $40.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -13.4% 675,278 $39.7M
Mariner, LLC 0.06% Reduce -3.1% 664,073 $39.0M
Vernal Point Advisors, LLC 22.74% Reduce -2.5% 663,193 $39.0M
Merit Financial Group, LLC 0.43% Reduce -4.1% 658,087 $38.7M
Mercer Global Advisors Inc. 0.08% Reduce -36.7% 638,534 $37.5M
Talon Private Wealth, LLC 5.15% Reduce -14.3% 636,098 $37.4M
Johns Hopkins University 1.92% No change 616,877 $36.3M
American Money Management, LLC 6.33% Add +7.7% 609,532 $35.8M
Vanguard Group Inc. 0.00% Add +12.3% 586,684 $34.5M
Venturi Wealth Management, LLC 1.62% Add +8959.0% 557,492 $32.8M
Gould Asset Management LLC 6.38% Add +7.9% 553,843 $32.6M
Carnegie Investment Counsel 0.63% Add +2.8% 533,659 $31.4M
Brookstone Capital Management 0.40% Add +2.8% 524,445 $30.8M
Facet Wealth, Inc. 0.70% Add +5.3% 522,527 $30.6M
Opus Capital Group, LLC 3.66% Reduce -7.9% 519,889 $30.6M
MainStreet Investment Advisors LLC 4.18% Add +15.3% 514,496 $30.2M
MassMutual Private Wealth & Trust, FSB 0.80% Add +14.9% 513,904 $30.2M
Scopus Asset Management, L.P. 0.81% Reduce -1.9% 512,714 $30.1M
Arista Wealth Management, LLC 4.14% Add +3.2% 509,015 $29.9M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -9.0% 508,478 $29.7M
Alaethes Wealth, LLC 8.86% New 504,563 $29.7M
Bleakley Financial Group, LLC 0.75% Add +9.9% 501,003 $29.4M
Franklin Resources Inc. 0.01% Add +7.1% 489,057 $28.7M
Winch Advisory Services, LLC 6.96% Add +0.3% 485,033 $28.5M
Pacific Sage Partners, LLC 5.57% Reduce -39.3% 477,030 $28.0M

"% of holder's portfolio" is VGSH's weight in each manager's 13F, not the share of Vanguard Short-Term Treasury the manager owns.

Show all 945 holders