LRPA
VGSH icon

L. Roy Papp & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

L. Roy Papp & Associates’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
2021
Q1 		– Sell
-126,277
Closed -$7.78M – 185
2020
Q4 		$7.78M Buy
126,277
+30,337
+32% +$1.88M 0.9% 32
2020
Q3 		$5.96M Buy
95,940
+28,330
+42% +$1.76M 0.77% 34
2020
Q2 		$4.21M Buy
+67,610
New +$4.21M 0.6% 41

Other funds holding VGSH

WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

L. Roy Papp & Associates's VGSH Position: Q1 2021 in Review

L. Roy Papp & Associates sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2021, closing a stake of 126,277 shares — an estimated $7.78M sold.

L. Roy Papp & Associates first reported a position in VGSH in Q2 2020 and held it in 3 quarters. The position peaked at $7.78M in Q4 2020. 502 funds tracked by Wall St. Rank hold VGSH as of Q1 2021.

  • L. Roy Papp & Associates reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • L. Roy Papp & Associates sold 126,277 Vanguard Short-Term Treasury ETF shares in Q1 2021, an estimated $7.78M.
  • L. Roy Papp & Associates first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and held it in 3 quarters.
  • L. Roy Papp & Associates's Vanguard Short-Term Treasury ETF position peaked at $7.78M in Q4 2020.
  • 502 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2021.

Based on L. Roy Papp & Associates's 13F filing for Q1 2021, filed 6 May 2021.