Family Capital Trust’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Family Capital Trust’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 Q4	–	Sell	-50,294	Closed	-$2.97M	–	61
2024 Q3	$2.97M	Buy	50,294 +49	+0.1%	+$2.87K	0.95%	25
2024 Q2	$2.91M	Sell	50,245 -10,587	-17%	-$612K	0.95%	25
2024 Q1	$3.53M	Buy	60,832 +943	+2%	+$54.8K	1.21%	24
2023 Q4	$3.49M	Sell	59,889 -13	-0%	-$751	1.1%	23
2023 Q3	$3.45M	Buy	59,902 +1,285	+2%	+$74.1K	1.22%	22
2023 Q2	$3.38M	Buy	58,617 +1,999	+4%	+$116K	1.18%	23
2023 Q1	$3.31M	Buy	+56,618	New	+$3.29M	1.28%	23

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

OWM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Family Capital Trust's VGSH Position: Q4 2024 in Review

Family Capital Trust sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2024, closing a stake of 50,294 shares — an estimated $2.97M sold.

Family Capital Trust first reported a position in VGSH in Q1 2023 and held it in 7 quarters. The position peaked at $3.53M in Q1 2024. 905 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

Family Capital Trust reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Family Capital Trust sold 50,294 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $2.97M.
Family Capital Trust first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 7 quarters.
Family Capital Trust's Vanguard Short-Term Treasury ETF position peaked at $3.53M in Q1 2024.
905 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Family Capital Trust's 13F filing for Q4 2024, filed 28 Jan 2025.