Vanguard Short-Term TreasuryVGSHETF

13F holders, Q3 2025 (September 30)
938holders −7
79new positions
78sold out
3famous investors
$58.91avg. 13F price*

At the end of Q3 2025, 938 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, down 7 from Q2 2025. 79 opened new positions and 78 sold out. The largest holders were JPMorgan Chase & Co. ($1.5B), Morgan Stanley ($1.3B) and Bank of America Corp. ($582.6M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions79$105.7M
Exits78$156.0M

All 13F filers, Q2 2025 → Q3 2025: 20,743,111 shares bought and 20,136,287 shares sold, net +606,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 938 holders

JPMorgan Chase & Co. 0.10% Add +0.8% 25,550,595 $1.5B
Morgan Stanley 0.08% Add +7.8% 22,083,951 $1.3B
Bank of America Corp. 0.04% Add +13.3% 9,899,709 $582.6M
Northern Trust Corp. 0.06% Add +20.9% 8,089,142 $476.0M
Orgel Wealth Management, LLC 10.10% Add +3.1% 7,525,339 $442.9M
Baird Financial Group, Inc. 0.63% Add +16.5% 6,698,032 $394.2M
Goldman Sachs Group Inc. 0.05% Reduce -8.4% 5,451,794 $320.8M
State Street Corp. 0.01% Add +6.0% 4,400,000 $258.9M
NorthRock Partners, LLC 4.67% Add +7.0% 4,390,569 $258.4M
Rwa Wealth Partners, LLC 2.86% Add +9.4% 4,283,808 $252.1M
Cerity Partners LLC 0.38% Add +7.7% 3,961,733 $233.1M
Wells Fargo & Company 0.05% Add +0.2% 3,777,381 $222.3M
Ameriprise Financial Inc. 0.05% Add +25.9% 3,345,831 $196.7M
Envestnet Asset Management Inc. 0.06% Add +0.9% 3,327,522 $195.8M
M&T Bank Corp 0.65% Add +4.5% 3,304,516 $194.5M
Raymond James Financial Inc. 0.06% Add +2.6% 3,263,978 $192.1M
LPL Financial LLC 0.05% Add +16.7% 2,717,798 $159.9M
Partners Capital Investment Group, LLP 5.78% Reduce -5.7% 2,470,830 $145.4M
Summit Trail Advisors, LLC 1.93% Add +2.4% 2,376,345 $139.8M
UBS Group AG 0.03% Reduce -2.8% 2,348,346 $138.2M
Pure Financial Advisors, LLC 2.19% Add +8.8% 2,336,312 $137.5M
Royal Bank of Canada 0.02% Add +2.8% 2,096,549 $123.4M
Smithfield Trust Co 5.47% Add +1.7% 2,078,207 $122.3M
HighTower Advisors, LLC 0.13% Add +4.8% 1,994,135 $117.4M
Acropolis Investment Management, LLC 5.80% Add +3.3% 1,941,060 $114.1M
Blue Trust, Inc. 1.27% Add +1.1% 1,925,396 $113.3M
Brown Advisory Inc. 0.13% Add +6.3% 1,717,641 $101.1M
TD Private Client Wealth LLC 2.14% Add +14.4% 1,615,766 $95.1M
MAI Capital Management 0.59% Add +6.0% 1,593,430 $93.8M
Creative Planning 0.07% Add +6.9% 1,592,397 $93.7M
Osaic Holdings, Inc. 0.12% Add +15.7% 1,434,687 $84.5M
Valmark Advisers, Inc. 1.00% Add +3.0% 1,311,756 $77.2M
Advisory Alpha, LLC 2.10% Add +4.1% 1,283,845 $75.4M
First Financial Bankshares Inc 1.54% Add +4.4% 1,270,773 $74.8M
Penserra Capital Management LLC 0.89% Add +250.8% 1,266,655 $74.5M
Cambridge Associates LLC /Ma/ 1.36% Add +45.5% 1,261,797 $74.2M
Nepc LLC 1.90% No change 1,226,718 $72.2M
Evensky & Katz LLC 4.17% Add +3.9% 1,220,956 $71.9M
Beacon Pointe Advisors, LLC 0.61% Add +38.7% 1,218,458 $71.7M
Retirement Planning Group, LLC 2.34% Add +1216.3% 1,143,299 $67.3M
Truist Financial Corp. 0.09% Add +1.7% 1,131,010 $66.6M
First Command Advisory Services, Inc. 0.47% Add +5.5% 1,099,462 $64.7M
Coldstream Capital Management Inc. 0.87% Reduce -9.2% 1,095,184 $64.5M
NorthCoast Asset Management LLC 0.25% Reduce -1.9% 1,069,672 $63.0M
Cetera Investment Advisers 0.07% Reduce -47.3% 1,067,982 $62.9M
Miller Investment Management, LP 6.28% Add +2.6% 1,062,022 $62.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.24% Add +3.4% 1,047,642 $61.7M
Rockefeller Capital Management L.P. 0.12% Reduce -1.9% 1,016,597 $59.8M
Trustmark Bank Trust Department 3.86% Add +28.7% 1,010,356 $59.5M
Chemistry Wealth Management LLC 11.37% Add +2.8% 1,001,505 $58.9M
Mayport, LLC 12.02% Add +26.4% 943,038 $55.5M
Cornerstone Wealth Advisors, Inc. 12.81% Add +4.4% 899,185 $52.9M
Presilium Private Wealth, LLC 10.00% Add +9.4% 894,469 $52.6M
Strata Wealth Advisors, LLC 13.81% Reduce -5.9% 888,930 $52.3M
Oak Harvest Investment Services 6.04% Add +3.2% 879,579 $51.8M
Citigroup Inc. 0.04% Reduce -6.0% 871,626 $51.3M
AE Wealth Management LLC 0.33% Add +5.2% 869,346 $51.2M
New York Life Investment Management LLC 0.45% Reduce -43.6% 865,757 $50.9M
Mercer Global Advisors Inc. 0.08% Add +34.4% 858,447 $50.5M
Nomura Asset Management Co. Ltd. 0.13% Reduce -41.2% 854,477 $50.3M
Elm Partners Management LLC 2.48% Add +126.8% 840,034 $49.4M
Ami Investment Management Inc. 11.19% Add +2.0% 819,368 $48.2M
Falcon Wealth Planning 4.32% Add +8.6% 815,781 $48.0M
Insight 2811, Inc. 21.26% Add +2.4% 810,718 $47.7M
Patten & Patten Inc. 2.79% Add +8.7% 807,675 $47.5M
Wealth Dimensions Group, Ltd. 9.29% Add +3.7% 767,539 $45.2M
Foster Group, Inc. 1.40% Add +3.4% 758,061 $44.6M
Portland Global Advisors LLC 4.92% Add +6.1% 748,400 $44.0M
Federation des caisses Desjardins du Quebec 0.17% Reduce -1.3% 745,094 $43.8M
49 Wealth Management, LLC 4.08% Add +454.7% 734,575 $43.2M
1834 Investment Advisors Co. 5.13% Reduce -0.0% 710,683 $41.8M
Mariner, LLC 0.05% Add +5.5% 700,760 $41.2M
Alta Advisers Ltd 11.59% Add +66.3% 663,026 $37.9M
American Money Management, LLC 6.19% Add +3.3% 629,869 $37.1M
Vanguard Group Inc. 0.00% Add +7.0% 628,040 $37.0M
Old National Bancorp 0.63% Reduce -10.1% 627,317 $36.9M
Johns Hopkins University 2.02% No change 616,877 $36.3M
Gould Asset Management LLC 6.25% Add +3.2% 571,558 $33.6M
Arista Wealth Management, LLC 4.00% Add +7.4% 546,639 $32.2M
Opus Capital Group, LLC 3.62% Add +5.1% 546,534 $32.2M
Five Oceans Advisors 11.82% Add +20.0% 546,103 $32.1M
Vernal Point Advisors, LLC 13.82% Reduce -17.9% 544,563 $32.0M
Carnegie Investment Counsel 0.60% Add +1.0% 539,055 $31.7M
Armstrong Advisory Group, Inc. 2.24% Reduce -37.3% 538,794 $31.7M
Maseco LLP 1.53% Reduce -22.2% 537,211 $31.6M
MainStreet Investment Advisors LLC 4.22% Add +3.7% 533,738 $31.4M
Brookstone Capital Management 0.37% Add +1.5% 532,301 $31.3M
MassMutual Private Wealth & Trust, FSB 0.80% Add +3.5% 531,957 $31.3M
Pacific Sage Partners, LLC 5.22% Add +11.0% 529,421 $31.2M
Facet Wealth, Inc. 0.64% Add +1.3% 529,073 $31.1M
Franklin Resources Inc. 0.01% Add +7.3% 524,754 $30.9M
Bleakley Financial Group, LLC 0.71% Add +3.4% 518,021 $30.5M
Scopus Asset Management, L.P. 0.72% No change 512,714 $30.2M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -66.0% 501,567 $29.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -27.3% 491,020 $28.9M
Haverford Trust Co 0.26% Add +8.3% 489,480 $28.8M
Winch Advisory Services, LLC 6.43% Add +0.2% 485,897 $28.6M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -5.2% 482,038 $28.3M
Cordant, Inc. 12.72% Add +4.1% 478,702 $28.2M
Stephens Inc. 0.35% Add +4.2% 462,737 $27.2M

"% 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 938 holders