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Lake Street Advisors Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Lake Street Advisors 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
Q4 		– Sell
-9,243
Closed -$546K – 678
2024
Q3 		$546K Hold
9,243
– – 0.03% 317
2024
Q2 		$536K Sell
9,243
-4,830
-34% -$279K 0.03% 305
2024
Q1 		$817K Sell
14,073
-13,339
-49% -$776K 0.04% 255
2023
Q4 		$1.6M Sell
27,412
-10,868
-28% -$628K 0.08% 163
2023
Q3 		$2.21M Buy
38,280
+106
+0.3% +$6.11K 0.13% 112
2023
Q2 		$2.2M Buy
38,174
+14,230
+59% +$829K 0.12% 116
2023
Q1 		$1.4M Buy
23,944
+7,818
+48% +$454K 0.09% 143
2022
Q4 		$932K Sell
16,126
-1,227
-7% -$70.9K 0.06% 153
2022
Q3 		$1M Sell
17,353
-6,250
-26% -$366K 0.07% 147
2022
Q2 		$1.39M Buy
23,603
+21
+0.1% +$1.24K 0.1% 131
2022
Q1 		$1.4M Sell
23,582
-18,002
-43% -$1.08M 0.09% 133
2021
Q4 		$2.53M Buy
+41,584
New +$2.54M 0.16% 90
2021
Q3 		– Sell
-26,641
Closed -$1.64M – 420
2021
Q2 		$1.64M Buy
26,641
+20
+0.1% +$1.23K 0.12% 81
2021
Q1 		$1.64M Buy
26,621
+2
+0% +$123 0.13% 67
2020
Q4 		$1.64M Buy
26,619
+20
+0.1% +$1.24K 0.14% 69
2020
Q3 		$1.65M Buy
26,599
+2,338
+10% +$145K 0.16% 63
2020
Q2 		$1.51M Buy
+24,261
New +$1.51M 0.15% 60
2019
Q1 		– Sell
-6,222
Closed -$374K – 236
2018
Q4 		$374K Buy
+6,222
New +$372K 0.05% 118

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Lake Street Advisors Group's VGSH Position: Q4 2024 in Review

Lake Street Advisors Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2024, closing a stake of 9,243 shares — an estimated $546K sold.

Lake Street Advisors Group first reported a position in VGSH in Q4 2018 and held it in 18 quarters. The position peaked at $2.53M in Q4 2021. 905 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

  • Lake Street Advisors Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 9,243 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $546K.
  • Lake Street Advisors Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and held it in 18 quarters.
  • Lake Street Advisors Group's Vanguard Short-Term Treasury ETF position peaked at $2.53M in Q4 2021.
  • 905 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.