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Bellwether Investment Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-1,707
Closed -$104K – 945
2016
Q4 		$104K Buy
+1,707
New +$104K 0.09% 197

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

Bellwether Investment Group's VGSH Position: Q1 2017 in Review

Bellwether Investment Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2017, closing a stake of 1,707 shares — an estimated $104K sold.

Bellwether Investment Group first reported a position in VGSH in Q4 2016 and held it in 1 quarter. The position peaked at $104K in Q4 2016. 109 funds tracked by Wall St. Rank hold VGSH as of Q1 2017.

  • Bellwether Investment Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,707 Vanguard Short-Term Treasury ETF shares in Q1 2017, an estimated $104K.
  • Bellwether Investment Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2016 and held it in 1 quarter.
  • Bellwether Investment Group's Vanguard Short-Term Treasury ETF position peaked at $104K in Q4 2016.
  • 109 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.