Merriman Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Merriman Wealth 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 Q4	$49.2M	Buy	846,016 +842,087	+21,433%	+$49.1M	2.05%	9
2024 Q3	$232K	Buy	3,929 +328	+9%	+$19.2K	0.01%	200
2024 Q2	$209K	Buy	+3,601	New	+$208K	0.01%	197
2023 Q3	–	Sell	-397,443	Closed	-$22.9M	–	216
2023 Q2	$22.9M	Sell	397,443 -486,574	-55%	-$28.3M	1.13%	18
2023 Q1	$51.8M	Buy	+884,017	New	+$51.3M	2.67%	10
2021 Q4	–	Sell	-324,363	Closed	-$19.9M	–	231
2021 Q3	$19.9M	Buy	+324,363	New	+$19.9M	1.66%	11
2021 Q1	–	Sell	-4,000	Closed	-$247K	–	215
2020 Q4	$247K	Buy	+4,000	New	+$248K	0.03%	186
2020 Q3	–	Sell	-19,609	Closed	-$1.22M	–	173
2020 Q2	$1.22M	Buy	+19,609	New	+$1.22M	0.19%	70
2019 Q1	–	Sell	-4,657	Closed	-$280K	–	229
2018 Q4	$280K	Buy	+4,657	New	+$278K	0.06%	130
2018 Q3	–	Sell	-19,338	Closed	-$1.16M	–	182
2018 Q2	$1.16M	Buy	19,338 +3,599	+23%	+$215K	0.26%	63
2018 Q1	$945K	Buy	+15,739	New	+$945K	0.25%	87
2016 Q4	–	Sell	-5,291	Closed	-$324K	–	175
2016 Q3	$324K	Sell	5,291 -739	-12%	-$45.2K	0.07%	115
2016 Q2	$370K	Buy	+6,030	New	+$369K	0.1%	87

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

Merriman Wealth Management's VGSH Position: Q4 2024 in Review

Merriman Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 21,433% in Q4 2024, buying an estimated $49.1M and bringing the position to 846,016 shares worth $49.2M. The position accounts for 2.05% of the portfolio, ranked #9.

Merriman Wealth Management first reported a position in VGSH in Q2 2016 and has held it in 13 quarters since. The position peaked at $51.8M in Q1 2023. 904 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

Merriman Wealth Management held 846,016 shares of Vanguard Short-Term Treasury ETF worth $49.2M as of Q4 2024.
Merriman Wealth Management bought 842,087 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $49.1M.
Vanguard Short-Term Treasury ETF made up 2.05% of Merriman Wealth Management's portfolio in Q4 2024, its #9 holding.
Merriman Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2016 and has held it in 13 quarters since.
Merriman Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $51.8M in Q1 2023.
904 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.