B&D White Capital Company’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

B&D White Capital Company’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-168,582	Closed	-$9.95M	–	90
2024 Q3	$9.95M	Buy	168,582 +165,000	+4,606%	+$9.66M	1.72%	15
2024 Q2	$208K	Hold	3,582	–	–	0.04%	44
2024 Q1	$208K	Hold	3,582	–	–	0.05%	56
2023 Q4	$209K	Hold	3,582	–	–	0.07%	58
2023 Q3	$206K	Sell	3,582 -79	-2%	-$4.55K	0.08%	63
2023 Q2	$211K	Buy	+3,661	New	+$213K	0.07%	59

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

B&D White Capital Company's VGSH Position: Q4 2024 in Review

B&D White Capital Company sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2024, closing a stake of 168,582 shares — an estimated $9.95M sold.

B&D White Capital Company first reported a position in VGSH in Q2 2023 and held it in 6 quarters. The position peaked at $9.95M in Q3 2024. 904 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

B&D White Capital Company reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
B&D White Capital Company sold 168,582 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $9.95M.
B&D White Capital Company first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and held it in 6 quarters.
B&D White Capital Company's Vanguard Short-Term Treasury ETF position peaked at $9.95M in Q3 2024.
904 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on B&D White Capital Company's 13F filing for Q4 2024, filed 4 Feb 2025.