Bel Air Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bel Air Investment Advisors’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
2021 Q2	$1.19M	Sell	19,395 -2,063	-10%	-$127K	0.04%	172
2021 Q1	$1.32M	Buy	+21,458	New	+$1.32M	0.04%	172

Other funds holding VGSH

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bel Air Investment Advisors's VGSH Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 9.6% in Q2 2021, selling an estimated $127K and leaving 19,395 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #172.

Bel Air Investment Advisors first reported a position in VGSH in Q1 2021 and has held it in 2 quarters since. The position peaked at $1.32M in Q1 2021. 494 funds tracked by Wall St. Rank hold VGSH as of Q2 2021.

Bel Air Investment Advisors held 19,395 shares of Vanguard Short-Term Treasury ETF worth $1.19M as of Q2 2021.
Bel Air Investment Advisors sold 2,063 Vanguard Short-Term Treasury ETF shares in Q2 2021, an estimated $127K.
Vanguard Short-Term Treasury ETF made up 0.04% of Bel Air Investment Advisors's portfolio in Q2 2021, its #172 holding.
Bel Air Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and has held it in 2 quarters since.
Bel Air Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $1.32M in Q1 2021.
494 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.