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Bowling Portfolio Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bowling Portfolio Management’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
2022
Q3 		$381K Hold
6,597
– – 0.1% 157
2022
Q2 		$388K Hold
6,597
– – 0.1% 165
2022
Q1 		$391K Buy
+6,597
New +$396K 0.08% 168

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bowling Portfolio Management's VGSH Position: Q3 2022 in Review

Bowling Portfolio Management held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q3 2022 at 6,597 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #157.

Bowling Portfolio Management first reported a position in VGSH in Q1 2022 and has held it in 3 quarters since. The position peaked at $391K in Q1 2022. 658 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

  • Bowling Portfolio Management held 6,597 shares of Vanguard Short-Term Treasury ETF worth $381K as of Q3 2022.
  • Bowling Portfolio Management left its Vanguard Short-Term Treasury ETF share count unchanged in Q3 2022.
  • Vanguard Short-Term Treasury ETF made up 0.1% of Bowling Portfolio Management's portfolio in Q3 2022, its #157 holding.
  • Bowling Portfolio Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2022 and has held it in 3 quarters since.
  • Bowling Portfolio Management's Vanguard Short-Term Treasury ETF position peaked at $391K in Q1 2022.
  • 658 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.