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Engrave Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Engrave Wealth Partners’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
Q4 		$10.8M Buy
184,910
+8,797
+5% +$508K 3.08% 9
2023
Q3 		$10.1M Buy
+176,113
New +$10.1M 3.12% 11

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Engrave Wealth Partners's VGSH Position: Q4 2023 in Review

Engrave Wealth Partners increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 5% in Q4 2023, buying an estimated $508K and bringing the position to 184,910 shares worth $10.8M. The position accounts for 3.08% of the portfolio, ranked #9.

Engrave Wealth Partners first reported a position in VGSH in Q3 2023 and has held it in 2 quarters since. 857 funds tracked by Wall St. Rank hold VGSH as of Q4 2023.

  • Engrave Wealth Partners held 184,910 shares of Vanguard Short-Term Treasury ETF worth $10.8M as of Q4 2023.
  • Engrave Wealth Partners bought 8,797 Vanguard Short-Term Treasury ETF shares in Q4 2023, an estimated $508K.
  • Vanguard Short-Term Treasury ETF made up 3.08% of Engrave Wealth Partners's portfolio in Q4 2023, its #9 holding.
  • Engrave Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 2 quarters since.
  • 857 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.