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VGSH icon

Legacy Bridge’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Legacy Bridge’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
-1,900
Closed -$112K – 302
2024
Q3 		$112K Hold
1,900
– – 0.06% 160
2024
Q2 		$110K Hold
1,900
– – 0.06% 159
2024
Q1 		$110K Hold
1,900
– – 0.06% 167
2023
Q4 		$111K Hold
1,900
– – 0.07% 165
2023
Q3 		$109K Hold
1,900
– – 0.08% 165
2023
Q2 		$110K Hold
1,900
– – 0.07% 166
2023
Q1 		$111K Hold
1,900
– – 0.08% 164
2022
Q4 		$110K Hold
1,900
– – 0.08% 162
2022
Q3 		$110K Hold
1,900
– – 0.09% 154
2022
Q2 		$112K Hold
1,900
– – 0.08% 162
2022
Q1 		$113K Hold
1,900
– – 0.07% 172
2021
Q4 		$116K Sell
1,900
-4,909
-72% -$300K 0.06% 174
2021
Q3 		$418K Hold
6,809
– – 0.24% 120
2021
Q2 		$418K Hold
6,809
– – 0.24% 118
2021
Q1 		$419K Hold
6,809
– – 0.27% 110
2020
Q4 		$419K Hold
6,809
– – 0.3% 106
2020
Q3 		$423K Hold
6,809
– – 0.39% 91
2020
Q2 		$424K Hold
6,809
– – 0.47% 79
2020
Q1 		$424K Hold
6,809
– – 0.53% 66
2019
Q4 		$414K Buy
+6,809
New +$414K 0.34% 101

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 $9.44B AUM 18.1% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Legacy Bridge's VGSH Position: Q4 2024 in Review

Legacy Bridge sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2024, closing a stake of 1,900 shares — an estimated $112K sold.

Legacy Bridge first reported a position in VGSH in Q4 2019 and held it in 20 quarters. The position peaked at $424K in Q2 2020. 905 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

  • Legacy Bridge reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Bridge sold 1,900 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $112K.
  • Legacy Bridge first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and held it in 20 quarters.
  • Legacy Bridge's Vanguard Short-Term Treasury ETF position peaked at $424K in Q2 2020.
  • 905 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Legacy Bridge's 13F filing for Q4 2024, filed 22 Jan 2025.