VGSH Institutional Ownership & Shareholders

VANGUARD SHORT-TERM TREASURY (VGSH) is currently held by 1,121 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $18.96B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of VGSH tracked by InsiderSet, reporting ownership valued at approximately $2.76B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.73B, representing an estimated loss of -0.89% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed VGSH value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in VANGUARD SHORT-TERM TREASURY (VGSH).

This page ranks the largest institutional VGSH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

1,121

Total Reported Value

$18.96B

Largest Holder

Jpmorgan Chase & Co

Largest Position

$2.76B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

47

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Jpmorgan Chase & Co0.16%47,301,997$2,755,341,388$2,730,744,287-$24,597,101-0.89%
Morgan Stanley0.09%28,332,310$1,648,940,459$1,635,624,256-$13,316,203-0.81%
Bank Of America Corp0.04%11,894,773$692,275,797$686,685,245-$5,590,552-0.81%
Baird Financial Group, Inc.0.89%11,135,791$648,103,019$642,869,214-$5,233,805-0.81%
Ubs Group Ag0.09%9,365,484$545,071,169$540,669,391-$4,401,778-0.81%
Alliancebernstein L.P.0.17%8,815,679$516,069,849$508,929,149-$7,140,700-1.38%
Northern Trust Corp0.06%8,157,125$474,744,675$470,910,826-$3,833,849-0.81%
Wells Fargo & Company/Mn0.05%4,958,141$288,563,764$286,233,480-$2,330,284-0.81%
Cerity Partners Llc0.35%4,938,833$287,440,134$285,118,829-$2,321,305-0.81%
Northrock Partners, Llc3.98%4,710,769$274,166,766$271,952,694-$2,214,072-0.81%
Rwa Wealth Partners, Llc2.49%4,467,285$259,995,974$257,896,363-$2,099,611-0.81%
Goldman Sachs Group Inc0.03%4,249,118$247,298,667$245,301,582-$1,997,085-0.81%
Lpl Financial Llc0.05%4,102,272$238,752,226$236,824,163-$1,928,063-0.81%
Envestnet Asset Management Inc0.05%3,972,823$231,218,301$229,351,072-$1,867,229-0.81%
Arlington Trust Co Llc16.01%3,703,785$213,189,865$213,819,508+$629,643+0.30%
Ameriprise Financial Inc0.04%3,581,286$207,899,442$206,747,641-$1,151,801-0.55%
M&T Bank Corp0.66%3,446,621$201,766,067$198,973,430-$2,792,637-1.38%
Raymond James Financial Inc0.05%3,328,556$193,721,935$192,157,538-$1,564,397-0.81%
Pure Financial Advisors, Llc2.22%3,002,732$174,758,979$173,347,718-$1,411,261-0.81%
Partners Capital Investment Group, Llp5.73%2,789,417$162,344,077$161,033,043-$1,311,034-0.81%
Corient Private Wealth Llc0.21%2,557,701$148,858,193$147,656,079-$1,202,114-0.81%
Citigroup Inc0.07%2,526,390$147,035,917$145,848,495-$1,187,422-0.81%
Wit, Llc2.25%2,425,179$141,145,418$140,005,584-$1,139,834-0.81%
Newedge Wealth, Llc1.36%2,312,922$134,612,049$133,524,987-$1,087,062-0.81%
Td Private Client Wealth Llc2.40%2,313,854$133,185,429$133,578,791+$393,362+0.30%
Royal Bank Of Canada0.02%2,133,484$124,169,000$123,166,031-$1,002,969-0.81%
Osaic Holdings, Inc.0.15%2,121,965$123,507,707$122,501,039-$1,006,668-0.82%
Smithfield Trust Co4.87%2,093,639$121,849,000$120,865,779-$983,221-0.81%
Mai Capital Management0.45%2,010,515$117,012,002$116,067,031-$944,971-0.81%
Nepc Llc2.16%1,993,299$116,010,002$115,073,151-$936,851-0.81%
Cambridge Associates Llc1.54%1,835,215$106,809,513$105,946,962-$862,551-0.81%
Fj Investments, Llc4.90%1,550,014$90,210,820$89,482,308-$728,512-0.81%
Miller Investment Management, Lp8.18%1,537,843$89,502,463$88,779,676-$722,787-0.81%
New York Life Investment Management Llc0.63%1,526,211$88,825,480$88,108,161-$717,319-0.81%
Blue Trust, Inc.0.92%1,517,276$87,334,421$87,592,343+$257,922+0.30%
Beacon Pointe Advisors, Llc0.38%1,405,234$81,784,617$81,124,159-$660,458-0.81%
First Financial Bankshares Inc1.48%1,356,427$78,944,052$78,306,531-$637,521-0.81%
Focus Partners Wealth0.08%1,353,304$78,762,316$78,126,240-$636,076-0.81%
Valmark Advisers, Inc.0.83%1,350,317$78,588,447$77,953,800-$634,647-0.81%
Oak Harvest Investment Services7.31%1,353,092$77,884,004$78,114,001+$229,997+0.30%
Trustmark Bank Trust Department4.46%1,287,710$74,944,722$74,339,498-$605,224-0.81%
Patten & Patten Inc/Tn3.91%1,299,538$74,801,407$75,022,329+$220,922+0.30%
Mayport, Llc11.56%1,281,135$74,562,035$73,959,924-$602,111-0.81%
Advisory Alpha, Llc1.77%1,236,917$71,991,151$71,407,218-$583,933-0.81%
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management0.97%1,235,960$71,141,838$71,351,971+$210,133+0.30%
Creative Planning0.04%1,222,033$70,340,201$70,547,965+$207,764+0.30%
Presilium Private Wealth, Llc10.09%1,190,635$68,532,932$68,735,359+$202,427+0.30%
Elm Partners Management Llc2.35%1,165,925$68,253,249$67,308,850-$944,399-1.38%
Coldstream Capital Management Inc0.84%1,150,794$66,976,234$66,435,338-$540,896-0.81%
Chemistry Wealth Management Llc10.37%1,144,548$65,880,202$66,074,756+$194,554+0.30%
Showing 50 of 1,115

Frequently asked questions about VGSH

  • Who are the largest institutional holders of VGSH?

    The largest institutional holders of VGSH reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp, Baird Financial Group, Inc., and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported VGSH position.

  • What is VGSH institutional ownership?

    This page tracks VGSH positions reported by institutional investment managers through SEC Form 13F. VANGUARD SHORT-TERM TREASURY (VGSH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own VGSH?

    InsiderSet currently tracks 1,121 institutional managers reporting VGSH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VGSH shareholders.

  • How much VGSH stock do institutions own?

    Institutional investment managers disclosed approximately $18.96B in VGSH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was VGSH institutional ownership last updated?

    The latest VGSH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional VGSH holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VGSH position after the reporting date.

  • Are institutions buying or selling VGSH?

    Institutional buying and selling can be analyzed by comparing VGSH positions across consecutive 13F reporting periods. InsiderSet's VGSH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VGSH ownership changes.

  • How has VGSH institutional ownership changed over time?

    InsiderSet tracks VGSH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.