Executive Wealth Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Executive Wealth Group’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 Q1	$2.64M	Buy	45,295 +30,245	+201%	+$1.76M	0.55%	27
2023 Q4	$878K	Buy	15,050 +1,791	+14%	+$104K	0.56%	27
2023 Q3	$764K	Buy	13,259 +2,708	+26%	+$156K	0.54%	28
2023 Q2	$609K	Buy	10,551 +1,796	+21%	+$105K	0.41%	29
2023 Q1	$513K	Buy	+8,755	New	+$508K	0.36%	30

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Executive Wealth Group's VGSH Position: Q1 2024 in Review

Executive Wealth Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 201% in Q1 2024, buying an estimated $1.76M and bringing the position to 45,295 shares worth $2.64M. The position accounts for 0.55% of the portfolio, ranked #27.

Executive Wealth Group first reported a position in VGSH in Q1 2023 and has held it in 5 quarters since. 841 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

Executive Wealth Group held 45,295 shares of Vanguard Short-Term Treasury ETF worth $2.64M as of Q1 2024.
Executive Wealth Group bought 30,245 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $1.76M.
Vanguard Short-Term Treasury ETF made up 0.55% of Executive Wealth Group's portfolio in Q1 2024, its #27 holding.
Executive Wealth Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 5 quarters since.
841 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.