Bray Capital Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bray Capital 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
2024 Q4	$1.37M	Buy	23,499 +570	+2%	+$33.3K	0.37%	68
2024 Q3	$1.35M	Buy	22,929 +500	+2%	+$29.3K	0.33%	70
2024 Q2	$1.3M	Hold	22,429	–	–	0.33%	71
2024 Q1	$1.3M	Hold	22,429	–	–	0.33%	72
2023 Q4	$1.31M	Hold	22,429	–	–	0.36%	67
2023 Q3	$1.29M	Buy	22,429 +450	+2%	+$25.9K	0.39%	63
2023 Q2	$1.27M	Buy	21,979 +250	+1%	+$14.6K	0.38%	64
2023 Q1	$1.27M	Sell	21,729 -1,826	-8%	-$106K	0.37%	68
2022 Q4	$1.36M	Sell	23,555 -720	-3%	-$41.6K	0.42%	64
2022 Q3	$1.4M	Buy	24,275 +375	+2%	+$22K	0.44%	60
2022 Q2	$1.41M	Sell	23,900 -150	-0.6%	-$8.85K	0.42%	62
2022 Q1	$1.43M	Sell	24,050 -5,375	-18%	-$323K	0.37%	69
2021 Q4	$1.79M	Hold	29,425	–	–	0.44%	62
2021 Q3	$1.81M	Sell	29,425 -1,100	-4%	-$67.6K	0.46%	56
2021 Q2	$1.88M	Sell	30,525 -364	-1%	-$22.4K	0.48%	55
2021 Q1	$1.9M	Buy	30,889 +910	+3%	+$56K	0.52%	56
2020 Q4	$1.85M	Buy	29,979 +1,250	+4%	+$77.5K	0.54%	53
2020 Q3	$1.78M	Buy	28,729 +1,441	+5%	+$89.5K	0.63%	48
2020 Q2	$1.7M	Buy	27,288 +600	+2%	+$37.3K	0.65%	47
2020 Q1	$1.66M	Buy	+26,688	New	+$1.64M	0.76%	43

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

Bray Capital Advisors's VGSH Position: Q4 2024 in Review

Bray Capital Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.5% in Q4 2024, buying an estimated $33.3K and bringing the position to 23,499 shares worth $1.37M. The position accounts for 0.37% of the portfolio, ranked #68.

Bray Capital Advisors first reported a position in VGSH in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.9M in Q1 2021. 904 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

Bray Capital Advisors held 23,499 shares of Vanguard Short-Term Treasury ETF worth $1.37M as of Q4 2024.
Bray Capital Advisors bought 570 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $33.3K.
Vanguard Short-Term Treasury ETF made up 0.37% of Bray Capital Advisors's portfolio in Q4 2024, its #68 holding.
Bray Capital Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 20 quarters since.
Bray Capital Advisors's Vanguard Short-Term Treasury ETF position peaked at $1.9M in Q1 2021.
904 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.