HFS
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HBC Financial Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

HBC Financial Services’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 		$29K Hold
506
– – 0.02% 82
2024
Q3 		$29K Buy
+506
New +$29.6K 0.02% 89

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

HBC Financial Services's VGSH Position: Q4 2024 in Review

HBC Financial Services held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q4 2024 at 506 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #82.

HBC Financial Services first reported a position in VGSH in Q3 2024 and has held it in 2 quarters since. 907 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

  • HBC Financial Services held 506 shares of Vanguard Short-Term Treasury ETF worth $29K as of Q4 2024.
  • HBC Financial Services left its Vanguard Short-Term Treasury ETF share count unchanged in Q4 2024.
  • Vanguard Short-Term Treasury ETF made up 0.02% of HBC Financial Services's portfolio in Q4 2024, its #82 holding.
  • HBC Financial Services first reported a position in Vanguard Short-Term Treasury ETF in Q3 2024 and has held it in 2 quarters since.
  • 907 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.