VGSH Institutional Ownership
Vanguard Short-Term Treasury ETF
1W: +0.1%
1M: -0.7%
3M: -1.1%
YTD: -1.6%
1Y: -1.2%
3Y: +9.9%
5Y: +6.7%
$57.46
-0.03 (-0.04%)
Weekly Expected Move ±0.3%
$57
$57
$57
$58
$58
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — VGSH
1,171
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
19B
Total Invested
122
New Positions
479
Increased
436
Reduced
69
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1254 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 47,301,997 | 2.7B | -4,528,654 | -8.7% | 32Q | SEC ↗ |
| 2 | MORGAN STANLEY | 28,332,310 | 1.6B | +536,579 | +1.9% | 60Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 11,894,773 | $683M | +365,679 | +3.2% | 15Q | SEC ↗ |
| 4 | Baird Financial Group, Inc. | 11,135,791 | $640M | +981,703 | +9.7% | 33Q | SEC ↗ |
| 5 | UBS Group AG | 9,365,484 | $538M | +2,981,239 | +46.7% | 47Q | SEC ↗ |
| 6 | ALLIANCEBERNSTEIN L.P. | 8,815,679 | $507M | +8,805,861 | +89691.0% | 5Q | SEC ↗ |
| 7 | NORTHERN TRUST CORP | 8,157,125 | $469M | +191,524 | +2.4% | 20Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 4,958,141 | $285M | -728,394 | -12.8% | 66Q | SEC ↗ |
| 9 | Cerity Partners LLC | 4,938,833 | $284M | -327,132 | -6.2% | 23Q | SEC ↗ |
| 10 | NorthRock Partners, LLC | 4,710,769 | $271M | -156,919 | -3.2% | 13Q | SEC ↗ |
| 11 | RWA WEALTH PARTNERS, LLC | 4,467,285 | $257M | -633,676 | -12.4% | 18Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 4,249,118 | $244M | -4,537,422 | -51.6% | 15Q | SEC ↗ |
| 13 | LPL Financial LLC | 4,102,272 | $236M | -378,104 | -8.4% | 53Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 3,972,823 | $228M | -94,003 | -2.3% | 39Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 3,581,286 | $206M | +388,516 | +12.2% | 16Q | SEC ↗ |
| 16 | M&T Bank Corp | 3,432,890 | $197M | -13,731 | -0.4% | 20Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 3,328,556 | $191M | -272,005 | -7.6% | 7Q | SEC ↗ |
| 18 | Arlington Trust Co LLC | 3,321,662 | $191M | +229,219 | +7.4% | 11Q | SEC ↗ |
| 19 | Pure Financial Advisors, LLC | 3,002,732 | $173M | +222,924 | +8.0% | 24Q | SEC ↗ |
| 20 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2,789,417 | $160M | -127,687 | -4.4% | 33Q | SEC ↗ |
| 21 | Corient Private Wealth LP | 2,557,701 | $147M | +119,991 | +4.9% | 15Q | SEC ↗ |
| 22 | CITIGROUP INC | 2,526,390 | $145M | +92,138 | +3.8% | 36Q | SEC ↗ |
| 23 | WIT, LLC | 2,425,179 | $139M | +1,235,513 | +103.9% | 2Q | SEC ↗ |
| 24 | NewEdge Wealth, LLC | 2,312,922 | $133M | +72,313 | +3.2% | 23Q | SEC ↗ |
| 25 | TD PRIVATE CLIENT WEALTH LLC | 2,200,571 | $126M | +130,313 | +6.3% | 27Q | SEC ↗ |
| 26 | HighTower Advisors, LLC | 2,159,237 | $124M | +256,461 | +13.5% | 22Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 2,133,484 | $123M | -347,666 | -14.0% | 65Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 2,121,965 | $122M | +354,461 | +20.1% | 26Q | SEC ↗ |
| 29 | Smithfield Trust Co | 2,093,639 | $120M | -32,729 | -1.5% | 41Q | SEC ↗ |
| 30 | MAI Capital Management | 2,010,515 | $116M | +125,022 | +6.6% | 7Q | SEC ↗ |
| 31 | NEPC LLC | 1,993,299 | $115M | — | +0.0% | 12Q | SEC ↗ |
| 32 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1,835,215 | $105M | +161,248 | +9.6% | 8Q | SEC ↗ |
| 33 | Elm Partners Management LLC | 1,571,335 | $90M | +405,410 | +34.8% | 26Q | SEC ↗ |
| 34 | FJ Investments, LLC NEW | 1,550,014 | $89M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Miller Investment Management, LP | 1,537,843 | $88M | -136,071 | -8.1% | 16Q | SEC ↗ |
| 36 | Blue Trust, Inc. | 1,527,935 | $88M | -208,114 | -12.0% | 17Q | SEC ↗ |
| 37 | New York Life Investment Management LL | 1,526,211 | $88M | -757,502 | -33.2% | 11Q | SEC ↗ |
| 38 | Capital Investment Advisors, LLC | 1,421,932 | $82M | +286,072 | +25.2% | 3Q | SEC ↗ |
| 39 | Roehl & Yi Investment Advisors, LLC NEW | 1,417,781 | $81M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Beacon Pointe Advisors, LLC | 1,405,234 | $81M | -37,410 | -2.6% | 18Q | SEC ↗ |
| 41 | Evensky & Katz LLC | 1,381,942 | $79M | +57,086 | +4.3% | 15Q | SEC ↗ |
| 42 | First Financial Bankshares Inc | 1,356,427 | $78M | +24,898 | +1.9% | 11Q | SEC ↗ |
| 43 | Focus Partners Wealth | 1,353,304 | $78M | -128,443 | -8.7% | 11Q | SEC ↗ |
| 44 | Valmark Advisers, Inc. | 1,350,317 | $78M | +89,419 | +7.1% | 33Q | SEC ↗ |
| 45 | PATTEN & PATTEN INC/TN | 1,327,074 | $76M | +488,822 | +58.3% | 7Q | SEC ↗ |
| 46 | TRUSTMARK BANK TRUST DEPARTMENT | 1,287,710 | $74M | -249,748 | -16.2% | 15Q | SEC ↗ |
| 47 | Oak Harvest Investment Services | 1,284,004 | $74M | +56,727 | +4.6% | 23Q | SEC ↗ |
| 48 | MAYPORT, LLC | 1,281,135 | $74M | +75,912 | +6.3% | 19Q | SEC ↗ |
| 49 | Creative Planning | 1,280,012 | $74M | -83,179 | -6.1% | 44Q | SEC ↗ |
| 50 | Advisory Alpha, LLC | 1,236,917 | $71M | +20,046 | +1.6% | 18Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| FJ Investments, LLC | 1,550,014 | $89M |
| Roehl & Yi Investment Advisors, LLC | 1,417,781 | $81M |
| University of Illinois Foundation | 619,536 | $36M |
| Sixth Street Partners Management Co | 554,807 | $32M |
| CPA Asset Management Group, LLC | 395,381 | $23M |
| Ironwood Wealth Management, LLC. | 316,720 | $18M |
| TRUST CO OF VERMONT | 185,796 | $11M |
| Net Worth Advisory Group | 128,263 | $7M |
| Private Advisory Group LLC | 115,670 | $7M |
| Garde Capital, Inc. | 112,570 | $6M |
| FLOW TRADERS U.S. LLC | 110,606 | $6M |
| One Degree Advisors Inc | 98,991 | $6M |
| Financial Gravity Companies, Inc. | 91,471 | $5M |
| One Wealth Management Investment & | 84,513 | $5M |
| Americana Partners, LLC | 77,161 | $4M |
| Schulz Wealth, LTD. | 61,505 | $4M |
| Wise Wealth Partners | 60,986 | $4M |
| Wealthspire Advisors, LLC | 52,887 | $3M |
| Eschler Asset Management LLP | 48,682 | $3M |
| Buck Wealth Strategies, LLC | 39,615 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| STATE STREET CORP | 4,400,000 | $253M |
| Penserra Capital Management LLC | 1,912,299 | $110M |
| CAPITAL ADVISORS INC/OK | 935,053 | $54M |
| CITADEL ADVISORS LLC | 247,720 | $14M |
| Blackhawk Capital Partners, LLC | 247,517 | $14M |
| Empowered Funds, LLC | 218,292 | $13M |
| NOVEM GROUP | 189,693 | $11M |
| Members Advisory Group LLC | 136,645 | $8M |
| Kovitz Investment Group Partners, L | 133,927 | $8M |
| Municipal Employees' Retirement Sys | 133,074 | $8M |
| Donoghue Forlines LLC | 119,000 | $7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 106,664 | $6M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 100,200 | $6M |
| ACR Alpine Capital Research, LLC | 86,500 | $5M |
| Callan Family Office, LLC | 83,772 | $5M |
| Edgestream Partners, L.P. | 59,830 | $3M |
| Fire Capital Management LLC | 58,549 | $3M |
| Alliance Wealth Advisors, LLC /UT | 51,618 | $3M |
| HRT FINANCIAL LP | 43,761 | $3M |
| Westwood Wealth Management | 41,925 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | +8,805,861 | +89691.0% | 8,815,679 |
| UBS Group AG | +2,981,239 | +46.7% | 9,365,484 |
| WIT, LLC | +1,235,513 | +103.9% | 2,425,179 |
| Baird Financial Group, Inc. | +981,703 | +9.7% | 11,135,791 |
| ASSETMARK, INC | +726,241 | +127410.7% | 726,811 |
| MORGAN STANLEY | +536,579 | +1.9% | 28,332,310 |
| QUATTRO FINANCIAL ADVISORS LLC | +493,395 | +1027.5% | 541,412 |
| PATTEN & PATTEN INC/TN | +488,822 | +58.3% | 1,327,074 |
| McLean Asset Management Corp | +486,074 | +172.6% | 767,727 |
| Warwick Investment Management, Inc. | +408,749 | +62.8% | 1,059,194 |
| Elm Partners Management LLC | +405,410 | +34.8% | 1,571,335 |
| AMERIPRISE FINANCIAL INC | +388,516 | +12.2% | 3,581,286 |
| BANK OF AMERICA CORP /DE | +365,679 | +3.2% | 11,894,773 |
| OSAIC HOLDINGS, INC. | +354,461 | +20.1% | 2,121,965 |
| Cambridge Investment Research Advis | +351,274 | +64.8% | 893,733 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +293,303 | +48.7% | 895,293 |
| Capital Investment Advisors, LLC | +286,072 | +25.2% | 1,421,932 |
| Grove Bank & Trust | +278,709 | +90.4% | 586,889 |
| Vernal Point Advisors, LLC | +271,513 | +57.2% | 746,524 |
| HighTower Advisors, LLC | +256,461 | +13.5% | 2,159,237 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Orgel Wealth Management, LLC | -5,796,714 | -99.4% | 35,958 |
| GOLDMAN SACHS GROUP INC | -4,537,422 | -51.6% | 4,249,118 |
| JPMORGAN CHASE & CO | -4,528,654 | -8.7% | 47,301,997 |
| Aptus Capital Advisors, LLC | -1,042,946 | -91.4% | 97,751 |
| NOMURA ASSET MANAGEMENT CO LTD | -989,700 | -60.2% | 654,977 |
| New York Life Investment Management | -757,502 | -33.2% | 1,526,211 |
| WELLS FARGO & COMPANY/MN | -728,394 | -12.8% | 4,958,141 |
| ARMSTRONG ADVISORY GROUP, INC | -646,677 | -97.8% | 14,494 |
| RWA WEALTH PARTNERS, LLC | -633,676 | -12.4% | 4,467,285 |
| Beacon Capital Management, Inc. | -463,384 | -60.7% | 300,406 |
| 49 WEALTH MANAGEMENT, LLC | -414,080 | -95.7% | 18,462 |
| First Command Advisory Services, In | -407,536 | -37.2% | 689,411 |
| GFS Advisors, LLC | -390,482 | -96.7% | 13,508 |
| LPL Financial LLC | -378,104 | -8.4% | 4,102,272 |
| Kovack Advisors, Inc. | -355,618 | -87.9% | 48,983 |
| ROYAL BANK OF CANADA | -347,666 | -14.0% | 2,133,484 |
| Jaffetilchin Investment Partners, L | -347,262 | -87.8% | 48,450 |
| Cerity Partners LLC | -327,132 | -6.2% | 4,938,833 |
| Federation des caisses Desjardins d | -320,889 | -44.7% | 396,995 |
| RAYMOND JAMES FINANCIAL INC | -272,005 | -7.6% | 3,328,556 |