VGSH
Vanguard Short-Term Treasury ETF
1W: -0.0%
1M: -0.1%
3M: -0.8%
YTD: -0.3%
1Y: +2.2%
3Y: +10.8%
5Y: +8.1%
$58.22
-0.01 (-0.02%)
After Hours: $58.23 (+0.02, +0.03%)
Weekly Expected Move ±0.2%
$58
$58
$58
$58
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VGSH
1,150
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
17B
Total Invested
111
New Positions
461
Increased
449
Reduced
156
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1267 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 51,830,651 | 3.0B | +7,558,690 | +17.1% | 13Q | SEC ↗ |
| 2 | MORGAN STANLEY | 23,769,661 | 1.4B | +1,685,710 | +7.6% | 12Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 11,529,094 | $671M | +1,124,185 | +10.8% | 13Q | SEC ↗ |
| 4 | Baird Financial Group, Inc. | 10,154,088 | $591M | +1,195,456 | +13.3% | 13Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 8,786,540 | $512M | -2,149,324 | -19.7% | 13Q | SEC ↗ |
| 6 | NORTHERN TRUST CORP | 7,965,601 | $464M | -459,774 | -5.5% | 13Q | SEC ↗ |
| 7 | UBS Group AG | 6,384,245 | $372M | +3,868,882 | +153.8% | 13Q | SEC ↗ |
| 8 | Orgel Wealth Management, LLC | 5,832,672 | $340M | -2,246,145 | -27.8% | 13Q | SEC ↗ |
| 9 | Cerity Partners LLC | 5,265,965 | $307M | +435,051 | +9.0% | 13Q | SEC ↗ |
| 10 | RWA WEALTH PARTNERS, LLC | 5,100,961 | $297M | +1,299,307 | +34.2% | 13Q | SEC ↗ |
| 11 | NorthRock Partners, LLC | 4,867,688 | $283M | +135,541 | +2.9% | 12Q | SEC ↗ |
| 12 | LPL Financial LLC | 4,480,376 | $261M | +979,775 | +28.0% | 13Q | SEC ↗ |
| 13 | STATE STREET CORP | 4,400,000 | $256M | — | +0.0% | 13Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 4,066,826 | $237M | +820,447 | +25.3% | 13Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 3,756,657 | $219M | -20,724 | -0.5% | 12Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 3,600,561 | $210M | +178,126 | +5.2% | 6Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 3,192,770 | $186M | -233,766 | -6.8% | 13Q | SEC ↗ |
| 18 | Arlington Trust Co LLC | 3,092,443 | $180M | +3,090,718 | +179172.1% | 10Q | SEC ↗ |
| 19 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2,917,104 | $170M | +17,175 | +0.6% | 13Q | SEC ↗ |
| 20 | Pure Financial Advisors, LLC | 2,779,808 | $162M | +226,705 | +8.9% | 13Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 2,481,150 | $144M | +227,579 | +10.1% | 13Q | SEC ↗ |
| 22 | Corient Private Wealth LLC | 2,437,710 | $142M | -2,030,278 | -45.4% | 13Q | SEC ↗ |
| 23 | New York Life Investment Management LL | 2,283,713 | $133M | -503,061 | -18.1% | 10Q | SEC ↗ |
| 24 | Capital Investment Advisors, LLC | 2,271,720 | $132M | +2,146,286 | +1711.1% | 2Q | SEC ↗ |
| 25 | NewEdge Wealth, LLC | 2,240,609 | $130M | +266,043 | +13.5% | 13Q | SEC ↗ |
| 26 | M&T Bank Corp | 2,162,215 | $126M | -4,639,518 | -68.2% | 13Q | SEC ↗ |
| 27 | Smithfield Trust Co | 2,126,368 | $124M | +99,449 | +4.9% | 13Q | SEC ↗ |
| 28 | TD PRIVATE CLIENT WEALTH LLC | 2,070,258 | $121M | +277,650 | +15.5% | 13Q | SEC ↗ |
| 29 | NEPC LLC | 1,993,299 | $116M | — | +0.0% | 11Q | SEC ↗ |
| 30 | HighTower Advisors, LLC | 1,902,776 | $111M | -7,887 | -0.4% | 13Q | SEC ↗ |
| 31 | MAI Capital Management | 1,885,493 | $110M | +119,920 | +6.8% | 6Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 1,767,504 | $103M | +301,733 | +20.6% | 13Q | SEC ↗ |
| 33 | Blue Trust, Inc. | 1,736,049 | $101M | +235,199 | +15.7% | 13Q | SEC ↗ |
| 34 | BROWN ADVISORY INC | 1,714,417 | $100M | -3,224 | -0.2% | 12Q | SEC ↗ |
| 35 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1,673,967 | $97M | -730,219 | -30.4% | 7Q | SEC ↗ |
| 36 | Miller Investment Management, LP | 1,673,914 | $97M | +190,524 | +12.8% | 13Q | SEC ↗ |
| 37 | TRUSTMARK BANK TRUST DEPARTMENT | 1,537,458 | $90M | +458,804 | +42.5% | 13Q | SEC ↗ |
| 38 | Beacon Capital Management, Inc. NEW | 1,527,580 | $89M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Focus Partners Wealth | 1,481,747 | $86M | +108,901 | +7.9% | 10Q | SEC ↗ |
| 40 | Beacon Pointe Advisors, LLC | 1,442,644 | $84M | +137,445 | +10.5% | 13Q | SEC ↗ |
| 41 | COLDSTREAM CAPITAL MANAGEMENT INC | 1,365,541 | $80M | -34,490 | -2.5% | 7Q | SEC ↗ |
| 42 | Creative Planning | 1,363,191 | $79M | -106,883 | -7.3% | 13Q | SEC ↗ |
| 43 | Evensky & Katz LLC | 1,324,856 | $77M | +58,687 | +4.6% | 13Q | SEC ↗ |
| 44 | First Financial Bankshares Inc | 1,302,538 | $76M | +31,765 | +2.5% | 9Q | SEC ↗ |
| 45 | Valmark Advisers, Inc. | 1,260,898 | $73M | -87,353 | -6.5% | 13Q | SEC ↗ |
| 46 | Oak Harvest Investment Services | 1,227,277 | $71M | +273,755 | +28.7% | 13Q | SEC ↗ |
| 47 | Advisory Alpha, LLC | 1,216,871 | $71M | -84,491 | -6.5% | 13Q | SEC ↗ |
| 48 | MAYPORT, LLC | 1,205,223 | $70M | +112,191 | +10.3% | 13Q | SEC ↗ |
| 49 | WIT, LLC NEW | 1,189,666 | $69M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Elm Partners Management LLC | 1,165,925 | $68M | -162,784 | -12.3% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Beacon Capital Management, Inc. | 1,527,580 | $89M |
| WIT, LLC | 1,189,666 | $69M |
| Klaas Financial Asset Advisors, LLC | 740,507 | $43M |
| VANGUARD ADVISERS INC | 732,573 | $43M |
| JOHNSON INVESTMENT COUNSEL INC | 598,351 | $35M |
| Talon Private Wealth, LLC | 572,787 | $33M |
| Concord Asset Management, LLC/VA | 537,841 | $31M |
| FIRST NATIONAL BANK OF OMAHA | 462,117 | $27M |
| Invesco Ltd. | 444,000 | $26M |
| GFS Advisors, LLC | 403,990 | $24M |
| Bear Mountain Capital, Inc. | 387,737 | $23M |
| TrueWealth Financial Partners | 261,409 | $15M |
| Blackhawk Capital Partners, LLC | 247,517 | $14M |
| Arlington Partners LLC | 225,571 | $13M |
| NOVEM GROUP | 189,693 | $11M |
| Members Advisory Group LLC | 136,645 | $8M |
| David Kennon Inc | 119,020 | $7M |
| Donoghue Forlines LLC | 119,000 | $7M |
| Capitolis Liquid Global Markets LLC | 104,600 | $6M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 100,200 | $6M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Penserra Capital Management LLC | 1,912,299 | $111M |
| RENAISSANCE TECHNOLOGIES LLC | 1,116,900 | $65M |
| Fountainhead AM, LLC | 360,936 | $21M |
| American Assets Investment Manageme | 230,855 | $13M |
| Forefront Wealth Partners, LLC | 156,787 | $9M |
| Stanich Group LLC | 155,724 | $9M |
| Kovitz Investment Group Partners, L | 133,927 | $8M |
| Freedom Investment Management, Inc. | 126,846 | $7M |
| Garde Capital, Inc. | 113,906 | $7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 106,664 | $6M |
| AllGen Financial Advisors, Inc. | 106,230 | $6M |
| ACR Alpine Capital Research, LLC | 86,500 | $5M |
| Callan Family Office, LLC | 83,772 | $5M |
| FLOW TRADERS U.S. LLC | 67,115 | $4M |
| Edgestream Partners, L.P. | 59,830 | $3M |
| Sagard Holdings Management Inc. | 58,692 | $3M |
| Fire Capital Management LLC | 58,549 | $3M |
| DOVER ADVISORS, LLC | 54,246 | $3M |
| SoundView Advisors Inc. | 52,449 | $3M |
| Alliance Wealth Advisors, LLC /UT | 51,618 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +7,558,690 | +17.1% | 51,830,651 |
| UBS Group AG | +3,868,882 | +153.8% | 6,384,245 |
| Arlington Trust Co LLC | +3,090,718 | +179172.1% | 3,092,443 |
| Capital Investment Advisors, LLC | +2,146,286 | +1711.1% | 2,271,720 |
| MORGAN STANLEY | +1,685,710 | +7.6% | 23,769,661 |
| RWA WEALTH PARTNERS, LLC | +1,299,307 | +34.2% | 5,100,961 |
| Baird Financial Group, Inc. | +1,195,456 | +13.3% | 10,154,088 |
| BANK OF AMERICA CORP /DE | +1,124,185 | +10.8% | 11,529,094 |
| Aptus Capital Advisors, LLC | +1,052,413 | +1192.1% | 1,140,697 |
| LPL Financial LLC | +979,775 | +28.0% | 4,480,376 |
| CAPITAL ADVISORS INC/OK | +931,530 | +26441.4% | 935,053 |
| UBS AM, a distinct business unit of | +927,477 | +917.4% | 1,028,572 |
| ENVESTNET ASSET MANAGEMENT INC | +820,447 | +25.3% | 4,066,826 |
| Valpey Financial Services, LLC | +745,704 | +6780.4% | 756,702 |
| Concord Wealth Partners | +541,151 | +316462.6% | 541,322 |
| TRUSTMARK BANK TRUST DEPARTMENT | +458,804 | +42.5% | 1,537,458 |
| Cerity Partners LLC | +435,051 | +9.0% | 5,265,965 |
| Kensington Asset Management, LLC | +338,906 | +385.7% | 426,780 |
| Kovack Advisors, Inc. | +312,107 | +337.4% | 404,601 |
| Grove Bank & Trust | +307,860 | +96206.2% | 308,180 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| M&T Bank Corp | -4,639,518 | -68.2% | 2,162,215 |
| Orgel Wealth Management, LLC | -2,246,145 | -27.8% | 5,832,672 |
| GOLDMAN SACHS GROUP INC | -2,149,324 | -19.7% | 8,786,540 |
| Corient Private Wealth LLC | -2,030,278 | -45.4% | 2,437,710 |
| AXXCESS WEALTH MANAGEMENT, LLC | -1,721,329 | -85.9% | 283,584 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | -730,219 | -30.4% | 1,673,967 |
| AE Wealth Management LLC | -713,310 | -77.2% | 211,245 |
| Rockefeller Capital Management L.P. | -624,599 | -50.6% | 608,779 |
| New York Life Investment Management | -503,061 | -18.1% | 2,283,713 |
| 49 WEALTH MANAGEMENT, LLC | -491,306 | -53.2% | 432,542 |
| Efficient Advisors, LLC | -482,864 | -76.8% | 145,860 |
| NORTHERN TRUST CORP | -459,774 | -5.5% | 7,965,601 |
| Stratos Wealth Advisors, LLC | -402,344 | -98.7% | 5,434 |
| Jaffetilchin Investment Partners, L | -347,262 | -87.8% | 48,450 |
| Acropolis Investment Management, LL | -298,032 | -34.2% | 572,906 |
| SEVEN MILE ADVISORY | -285,527 | -82.7% | 59,538 |
| Empowered Funds, LLC | -283,352 | -56.5% | 218,292 |
| Westerkirk Capital Inc. | -270,610 | -31.2% | 597,540 |
| AMERIPRISE FINANCIAL INC | -233,766 | -6.8% | 3,192,770 |
| Retirement Planning Group, LLC | -222,774 | -18.5% | 979,118 |