Hightower 6M Holding’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Hightower 6M Holding’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
2022 Q3	$20.5M	Sell	354,681 -21,643	-6%	-$1.27M	1.85%	8
2022 Q2	$22.1M	Sell	376,324 -35,793	-9%	-$2.11M	1.86%	8
2022 Q1	$24.4M	Buy	+412,117	New	+$24.8M	1.86%	8

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hightower 6M Holding's VGSH Position: Q3 2022 in Review

Hightower 6M Holding reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.8% in Q3 2022, selling an estimated $1.27M and leaving 354,681 shares worth $20.5M. The position accounts for 1.85% of the portfolio, ranked #8.

Hightower 6M Holding first reported a position in VGSH in Q1 2022 and has held it in 3 quarters since. The position peaked at $24.4M in Q1 2022. 658 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

Hightower 6M Holding held 354,681 shares of Vanguard Short-Term Treasury ETF worth $20.5M as of Q3 2022.
Hightower 6M Holding sold 21,643 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $1.27M.
Vanguard Short-Term Treasury ETF made up 1.85% of Hightower 6M Holding's portfolio in Q3 2022, its #8 holding.
Hightower 6M Holding first reported a position in Vanguard Short-Term Treasury ETF in Q1 2022 and has held it in 3 quarters since.
Hightower 6M Holding's Vanguard Short-Term Treasury ETF position peaked at $24.4M in Q1 2022.
658 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.