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

HC 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
2024
Q2 		– Sell
-65,212
Closed -$3.79M – 81
2024
Q1 		$3.79M Buy
65,212
+9,592
+17% +$558K 1.8% 11
2023
Q4 		$3.24M Sell
55,620
-6,905
-11% -$399K 1.82% 13
2023
Q3 		$3.6M Sell
62,525
-9,400
-13% -$542K 2.14% 14
2023
Q2 		$4.15M Buy
71,925
+12,075
+20% +$703K 2.41% 14
2023
Q1 		$3.5M Buy
59,850
+2,580
+5% +$150K 2.17% 15
2022
Q4 		$3.31M Buy
57,270
+27,100
+90% +$1.57M 2.26% 14
2022
Q3 		$1.74M Buy
30,170
+3,805
+14% +$223K 1.2% 22
2022
Q2 		$1.55M Sell
26,365
-18,185
-41% -$1.07M 1.11% 22
2022
Q1 		$2.64M Sell
44,550
-9,000
-17% -$541K 1.68% 14
2021
Q4 		$3.26M Buy
+53,550
New +$3.27M 2% 13

Other funds holding VGSH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HC Advisors's VGSH Position: Q2 2024 in Review

HC Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2024, closing a stake of 65,212 shares — an estimated $3.79M sold.

HC Advisors first reported a position in VGSH in Q4 2021 and held it in 10 quarters. The position peaked at $4.15M in Q2 2023. 845 funds tracked by Wall St. Rank hold VGSH as of Q2 2024.

  • HC Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • HC Advisors sold 65,212 Vanguard Short-Term Treasury ETF shares in Q2 2024, an estimated $3.79M.
  • HC Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and held it in 10 quarters.
  • HC Advisors's Vanguard Short-Term Treasury ETF position peaked at $4.15M in Q2 2023.
  • 845 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.