Kades & Cheifetz’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Kades & Cheifetz’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 Q4	$3.8M	Buy	+65,231	New	+$3.81M	1.94%	16

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Goldman Sachs New York $871B AUM 31.28% 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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Kades & Cheifetz's VGSH Position: Q4 2024 in Review

Kades & Cheifetz opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q4 2024: 65,231 shares worth $3.8M. The stake represents 1.94% of the portfolio and ranks #16 among its holdings.

904 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

Kades & Cheifetz held 65,231 shares of Vanguard Short-Term Treasury ETF worth $3.8M as of Q4 2024.
Vanguard Short-Term Treasury ETF was a new Kades & Cheifetz position in Q4 2024.
Vanguard Short-Term Treasury ETF made up 1.94% of Kades & Cheifetz's portfolio in Q4 2024, its #16 holding.
904 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.