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

Brightworth’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	$1.63M	Buy	+28,186	New	+$1.65M	0.17%	62
2019 Q1	–	Sell	-4,000	Closed	-$240K	–	100
2018 Q4	$240K	Buy	+4,000	New	+$239K	0.06%	81

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brightworth's VGSH Position: Q3 2022 in Review

Brightworth opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022: 28,186 shares worth $1.63M. The stake represents 0.17% of the portfolio and ranks #62 among its holdings. This is a return to the name: Brightworth previously reported a position in VGSH as recently as Q4 2018.

Brightworth first reported a position in VGSH in Q4 2018 and has held it in 2 quarters since. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

Brightworth held 28,186 shares of Vanguard Short-Term Treasury ETF worth $1.63M as of Q3 2022.
Vanguard Short-Term Treasury ETF was a new Brightworth position in Q3 2022.
Vanguard Short-Term Treasury ETF made up 0.17% of Brightworth's portfolio in Q3 2022, its #62 holding.
Brightworth first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and has held it in 2 quarters since.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.