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Buckingham Strategic Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$12.9M Sell
222,450
-8,329
-4% -$481K 0.13% 80
2024
Q1 		$13.4M Sell
230,779
-6,006
-3% -$349K 0.14% 79
2023
Q4 		$13.8M Sell
236,785
-6,699
-3% -$387K 0.16% 77
2023
Q3 		$14M Buy
243,484
+47,152
+24% +$2.72M 0.2% 61
2023
Q2 		$11.3M Buy
196,332
+71,536
+57% +$4.17M 0.16% 77
2023
Q1 		$7.22M Hold
124,796
– – 0.13% 90
2022
Q4 		$7.22M Buy
124,796
+12,260
+11% +$708K 0.13% 90
2022
Q3 		$6.5M Buy
112,536
+11,941
+12% +$699K 0.13% 87
2022
Q2 		$5.92M Buy
100,595
+66,981
+199% +$3.95M 0.12% 95
2022
Q1 		$1.99M Buy
33,614
+11,387
+51% +$684K 0.04% 180
2021
Q4 		$1.35M Sell
22,227
-1,625
-7% -$99.4K 0.03% 232
2021
Q3 		$1.47M Sell
23,852
-3,863
-14% -$237K 0.03% 216
2021
Q2 		$1.7M Sell
27,715
-12,214
-31% -$751K 0.04% 191
2021
Q1 		$2.46M Buy
39,929
+29,015
+266% +$1.79M 0.12% 133
2020
Q4 		$672K Buy
+10,914
New +$676K 0.04% 272
2020
Q1 		– Sell
-6,185
Closed -$376K – 515
2019
Q4 		$376K Buy
6,185
+550
+10% +$33.5K 0.04% 302
2019
Q3 		$343K Buy
5,635
+770
+16% +$46.9K 0.04% 296
2019
Q2 		$296K Sell
4,865
-2,565
-35% -$155K 0.03% 347
2019
Q1 		$449K Buy
7,430
+4,002
+117% +$241K 0.06% 243
2018
Q4 		$206K Buy
+3,428
New +$205K 0.03% 323

Other funds holding VGSH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Buckingham Strategic Wealth's VGSH Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.6% in Q2 2024, selling an estimated $481K and leaving 222,450 shares worth $12.9M. The position accounts for 0.13% of the portfolio, ranked #80.

Buckingham Strategic Wealth first reported a position in VGSH in Q4 2018 and has held it in 20 quarters since. The position peaked at $14M in Q3 2023. 846 funds tracked by Wall St. Rank hold VGSH as of Q2 2024.

  • Buckingham Strategic Wealth held 222,450 shares of Vanguard Short-Term Treasury ETF worth $12.9M as of Q2 2024.
  • Buckingham Strategic Wealth sold 8,329 Vanguard Short-Term Treasury ETF shares in Q2 2024, an estimated $481K.
  • Vanguard Short-Term Treasury ETF made up 0.13% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #80 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and has held it in 20 quarters since.
  • Buckingham Strategic Wealth's Vanguard Short-Term Treasury ETF position peaked at $14M in Q3 2023.
  • 846 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.