Institutional & Family Asset Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Institutional & Family Asset Management’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	$65.2K	Hold	1,124	–	–	0.01%	217
2024 Q1	$65.3K	Hold	1,124	–	–	0.01%	218
2023 Q4	$65.6K	Hold	1,124	–	–	0.01%	214
2023 Q3	$64.7K	Hold	1,124	–	–	0.01%	205
2023 Q2	$64.9K	Hold	1,124	–	–	0.01%	210
2023 Q1	$65.8K	Hold	1,124	–	–	0.01%	203
2022 Q4	$65K	Hold	1,124	–	–	0.01%	201
2022 Q3	$65K	Hold	1,124	–	–	0.01%	203
2022 Q2	$66K	Hold	1,124	–	–	0.01%	203
2022 Q1	$67K	Hold	1,124	–	–	0.01%	230
2021 Q4	$68K	Hold	1,124	–	–	0.01%	242
2021 Q3	$69K	Hold	1,124	–	–	0.01%	283
2021 Q2	$69K	Hold	1,124	–	–	0.01%	295
2021 Q1	$69K	Hold	1,124	–	–	0.01%	308
2020 Q4	$69K	Buy	1,124 +724	+181%	+$44.9K	0.01%	288
2020 Q3	$25K	Hold	400	–	–	0.01%	378
2020 Q2	$25K	Hold	400	–	–	0.01%	379
2020 Q1	$25K	Hold	400	–	–	0.01%	347
2019 Q4	$24K	Hold	400	–	–	0.01%	411
2019 Q3	$24K	Hold	400	–	–	0.01%	381
2019 Q2	$24K	Buy	400 +42	+12%	+$2.54K	0.01%	400
2019 Q1	$22K	Hold	358	–	–	﹤0.01%	423
2018 Q4	$22K	Hold	358	–	–	﹤0.01%	398
2018 Q3	$21K	Sell	358 -2	-0.6%	-$120	﹤0.01%	437
2018 Q2	$22K	Sell	360 -9	-2%	-$539	﹤0.01%	431
2018 Q1	$22K	Buy	+369	New	+$22.2K	﹤0.01%	408

Other funds holding VGSH

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Institutional & Family Asset Management's VGSH Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2024 at 1,124 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #217.

Institutional & Family Asset Management first reported a position in VGSH in Q1 2018 and has held it in 26 quarters since. The position peaked at $69K in Q3 2021. 846 funds tracked by Wall St. Rank hold VGSH as of Q2 2024.

Institutional & Family Asset Management held 1,124 shares of Vanguard Short-Term Treasury ETF worth $65.2K as of Q2 2024.
Institutional & Family Asset Management left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2024.
Vanguard Short-Term Treasury ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #217 holding.
Institutional & Family Asset Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Vanguard Short-Term Treasury ETF position peaked at $69K in Q3 2021.
846 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.