Bellecapital’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bellecapital’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	-3,562	Closed	-$210K	–	172
2024 Q3	$210K	Sell	3,562 -1,317	-27%	-$77.1K	0.04%	147
2024 Q2	$283K	Hold	4,879	–	–	0.06%	122
2024 Q1	$283K	Sell	4,879 -330	-6%	-$19.2K	0.06%	131
2023 Q4	$304K	Hold	5,209	–	–	0.07%	124
2023 Q3	$300K	Hold	5,209	–	–	0.08%	132
2023 Q2	$301K	Sell	5,209 -460	-8%	-$26.8K	0.07%	134
2023 Q1	$332K	Buy	5,669 +1,294	+30%	+$75.1K	0.08%	149
2022 Q4	$253K	Hold	4,375	–	–	0.07%	168
2022 Q3	$253K	Hold	4,375	–	–	0.08%	163
2022 Q2	$258K	Sell	4,375 -22	-0.5%	-$1.3K	0.07%	168
2022 Q1	$261K	Hold	4,397	–	–	0.08%	169
2021 Q4	$267K	Buy	4,397 +751	+21%	+$45.9K	0.08%	165
2021 Q3	$224K	Hold	3,646	–	–	0.07%	179
2021 Q2	$224K	Hold	3,646	–	–	0.07%	178
2021 Q1	$224K	Sell	3,646 -757	-17%	-$46.6K	0.07%	174
2020 Q4	$271K	Hold	4,403	–	–	0.09%	158
2020 Q3	$273K	Hold	4,403	–	–	0.12%	130
2020 Q2	$274K	Hold	4,403	–	–	0.13%	118
2020 Q1	$274K	Hold	4,403	–	–	0.18%	102
2019 Q4	$268K	Hold	4,403	–	–	0.14%	115
2019 Q3	$268K	Buy	4,403 +450	+11%	+$27.4K	0.16%	107
2019 Q2	$241K	Hold	3,953	–	–	0.15%	107
2019 Q1	$239K	Buy	+3,953	New	+$238K	0.15%	101

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Bellecapital's VGSH Position: Q4 2024 in Review

Bellecapital sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2024, closing a stake of 3,562 shares — an estimated $210K sold.

Bellecapital first reported a position in VGSH in Q1 2019 and held it in 23 quarters. The position peaked at $332K in Q1 2023. 907 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

Bellecapital reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Bellecapital sold 3,562 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $210K.
Bellecapital first reported a position in Vanguard Short-Term Treasury ETF in Q1 2019 and held it in 23 quarters.
Bellecapital's Vanguard Short-Term Treasury ETF position peaked at $332K in Q1 2023.
907 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Bellecapital's 13F filing for Q4 2024, filed 6 Feb 2025.