MIFH
VGSH icon

Migdal Insurance & Financial Holdings’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Migdal Insurance & Financial Holdings’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
Q3 		– Sell
-136,683
Closed -$7.93M – 522
2024
Q2 		$7.93M Sell
136,683
-76,523
-36% -$4.42M 0.13% 84
2024
Q1 		$12.4M Sell
213,206
-60,952
-22% -$3.54M 0.2% 73
2023
Q4 		$16M Buy
274,158
+67,427
+33% +$3.9M 0.32% 66
2023
Q3 		$11.9M Buy
206,731
+73,346
+55% +$4.23M 0.25% 67
2023
Q2 		$7.7M Buy
133,385
+69,474
+109% +$4.05M 0.18% 76
2023
Q1 		$3.74M Buy
63,911
+49,810
+353% +$2.89M 0.08% 88
2022
Q4 		$815K Buy
14,101
+12
+0.1% +$693 0.02% 143
2022
Q3 		$814K Sell
14,089
-246
-2% -$14.4K 0.02% 149
2022
Q2 		$844K Sell
14,335
-740
-5% -$43.6K 0.02% 140
2022
Q1 		$893K Sell
15,075
-1,682
-10% -$101K 0.02% 178
2021
Q4 		$1.02M Sell
16,757
-348
-2% -$21.3K 0.01% 198
2021
Q3 		$1.05M Buy
17,105
+647
+4% +$39.8K 0.01% 211
2021
Q2 		$1.01M Buy
16,458
+1,011
+7% +$62.2K 0.01% 231
2021
Q1 		$950K Sell
15,447
-874
-5% -$53.8K 0.01% 245
2020
Q4 		$1M Buy
16,321
+1,332
+9% +$82.5K 0.01% 194
2020
Q3 		$931K Buy
14,989
+2,419
+19% +$150K 0.01% 298
2020
Q2 		$782K Buy
12,570
+2,894
+30% +$180K 0.01% 267
2020
Q1 		$603K Sell
9,676
-4,193
-30% -$257K 0.01% 217
2019
Q4 		$844K Buy
13,869
+166
+1% +$10.1K 0.02% 235
2019
Q3 		$835K Buy
13,703
+657
+5% +$40K 0.02% 268
2019
Q2 		$795K Buy
13,046
+3,714
+40% +$225K 0.02% 267
2019
Q1 		$564K Buy
9,332
+2,166
+30% +$130K 0.01% 281
2018
Q4 		$431K Buy
7,166
+347
+5% +$20.7K 0.01% 283
2018
Q3 		$407K Buy
6,819
+636
+10% +$38K 0.01% 422
2018
Q2 		$370K Buy
6,183
+496
+9% +$29.7K 0.01% 371
2018
Q1 		$341K Buy
5,687
+561
+11% +$33.7K 0.01% 322
2017
Q4 		$309K Sell
5,126
-170
-3% -$10.3K 0.01% 290
2017
Q3 		$322K Sell
5,296
-350
-6% -$21.3K 0.01% 270
2017
Q2 		$343K Buy
5,646
+342
+6% +$20.8K 0.01% 250
2017
Q1 		$322K Buy
5,304
+405
+8% +$24.6K 0.01% 274
2016
Q4 		$298K Buy
4,899
+1,862
+61% +$113K 0.01% 236
2016
Q3 		$186K Buy
3,037
+1,682
+124% +$103K 0.01% 104
2016
Q2 		$83K Buy
1,355
+133
+11% +$8.14K ﹤0.01% 122
2016
Q1 		$75K Sell
1,222
-2,937
-71% -$179K ﹤0.01% 116
2015
Q4 		$253K Buy
+4,159
New +$254K 0.01% 105

Other funds holding VGSH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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

Migdal Insurance & Financial Holdings's VGSH Position: Q3 2024 in Review

Migdal Insurance & Financial Holdings sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2024, closing a stake of 136,683 shares — an estimated $7.93M sold.

Migdal Insurance & Financial Holdings first reported a position in VGSH in Q4 2015 and held it in 35 quarters. The position peaked at $16M in Q4 2023. 843 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 136,683 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $7.93M.
  • Migdal Insurance & Financial Holdings first reported a position in Vanguard Short-Term Treasury ETF in Q4 2015 and held it in 35 quarters.
  • Migdal Insurance & Financial Holdings's Vanguard Short-Term Treasury ETF position peaked at $16M in Q4 2023.
  • 843 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.