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

Column 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
2023 Q3	$3.06M	Sell	53,129 -2,613	-5%	-$151K	0.45%	31
2023 Q2	$3.22M	Buy	55,742 +20,504	+58%	+$1.19M	0.45%	31
2023 Q1	$2.06M	Sell	35,238 -1,903	-5%	-$110K	0.31%	37
2022 Q4	$2.15M	Buy	37,141 +9,163	+33%	+$529K	0.36%	32
2022 Q3	$1.62M	Buy	27,978 +27,006	+2,778%	+$1.58M	0.33%	38
2022 Q2	$57K	Sell	972 -202	-17%	-$11.9K	0.01%	260
2022 Q1	$70K	Buy	1,174 +773	+193%	+$46.4K	0.01%	248
2021 Q4	$24K	Sell	401 -32,500	-99%	-$1.99M	﹤0.01%	393
2021 Q3	$2.02M	Sell	32,901 -8,100	-20%	-$498K	0.42%	28
2021 Q2	$2.52M	Hold	41,001	–	–	0.53%	25
2021 Q1	$2.52M	Buy	41,001 +8,501	+26%	+$523K	0.56%	25
2020 Q4	$2M	Buy	32,500 +19,200	+144%	+$1.19M	0.5%	22
2020 Q3	$826K	Buy	13,300 +3,300	+33%	+$205K	0.25%	40
2020 Q2	$622K	Buy	+10,000	New	+$622K	0.21%	43

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Column Capital Advisors's VGSH Position: Q3 2023 in Review

Column Capital Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.7% in Q3 2023, selling an estimated $151K and leaving 53,129 shares worth $3.06M. The position accounts for 0.45% of the portfolio, ranked #31.

Column Capital Advisors first reported a position in VGSH in Q2 2020 and has held it in 14 quarters since. The position peaked at $3.22M in Q2 2023. 809 funds tracked by Wall St. Rank hold VGSH as of Q3 2023.

Column Capital Advisors held 53,129 shares of Vanguard Short-Term Treasury ETF worth $3.06M as of Q3 2023.
Column Capital Advisors sold 2,613 Vanguard Short-Term Treasury ETF shares in Q3 2023, an estimated $151K.
Vanguard Short-Term Treasury ETF made up 0.45% of Column Capital Advisors's portfolio in Q3 2023, its #31 holding.
Column Capital Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 14 quarters since.
Column Capital Advisors's Vanguard Short-Term Treasury ETF position peaked at $3.22M in Q2 2023.
809 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.