Hutchens & Kramer Investment Management Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Hutchens & Kramer Investment Management Group’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 Q3	–	Sell	-5,076	Closed	-$293K	–	172
2024 Q2	$293K	Sell	5,076 -1	-0%	-$58	0.16%	105
2024 Q1	$293K	Sell	5,077 -310	-6%	-$18K	0.17%	100
2023 Q4	$314K	Buy	+5,387	New	+$311K	0.22%	78

Other funds holding VGSH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OWM

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

Goldman Sachs New York $871B AUM 31.28% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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

Hutchens & Kramer Investment Management Group's VGSH Position: Q3 2024 in Review

Hutchens & Kramer Investment Management Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2024, closing a stake of 5,076 shares — an estimated $293K sold.

Hutchens & Kramer Investment Management Group first reported a position in VGSH in Q4 2023 and held it in 3 quarters. The position peaked at $314K in Q4 2023. 842 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

Hutchens & Kramer Investment Management Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 5,076 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $293K.
Hutchens & Kramer Investment Management Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and held it in 3 quarters.
Hutchens & Kramer Investment Management Group's Vanguard Short-Term Treasury ETF position peaked at $314K in Q4 2023.
842 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2024, filed 15 Oct 2024.