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

HL 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
2019 Q1	$17.5M	Buy	289,361 +160,558	+125%	+$9.66M	0.27%	59
2018 Q4	$7.74M	Buy	128,803 +46,245	+56%	+$2.76M	0.14%	100
2018 Q3	$4.93M	Buy	82,558 +26,616	+48%	+$1.59M	0.08%	161
2018 Q2	$3.35M	Buy	55,942 +22,721	+68%	+$1.36M	0.06%	204
2018 Q1	$2M	Buy	33,221 +25,755	+345%	+$1.55M	0.04%	255
2017 Q4	$450K	Buy	+7,466	New	+$452K	0.01%	446

Other funds holding VGSH

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return

Alta Advisers London, United Kingdom $441M AUM 41.77% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

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

HL Financial Services's VGSH Position: Q1 2019 in Review

HL Financial Services increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 125% in Q1 2019, buying an estimated $9.66M and bringing the position to 289,361 shares worth $17.5M. The position accounts for 0.27% of the portfolio, ranked #59.

HL Financial Services first reported a position in VGSH in Q4 2017 and has held it in 6 quarters since. 249 funds tracked by Wall St. Rank hold VGSH as of Q1 2019.

HL Financial Services held 289,361 shares of Vanguard Short-Term Treasury ETF worth $17.5M as of Q1 2019.
HL Financial Services bought 160,558 Vanguard Short-Term Treasury ETF shares in Q1 2019, an estimated $9.66M.
Vanguard Short-Term Treasury ETF made up 0.27% of HL Financial Services's portfolio in Q1 2019, its #59 holding.
HL Financial Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2017 and has held it in 6 quarters since.
249 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.