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Montgomery Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Montgomery Investment 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
2021
Q2 		– Sell
-3,700
Closed -$228K – 84
2021
Q1 		$228K Hold
3,700
– – 0.09% 78
2020
Q4 		$228K Buy
+3,700
New +$229K 0.1% 79

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Montgomery Investment Management's VGSH Position: Q2 2021 in Review

Montgomery Investment Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2021, closing a stake of 3,700 shares — an estimated $228K sold.

Montgomery Investment Management first reported a position in VGSH in Q4 2020 and held it in 2 quarters. The position peaked at $228K in Q1 2021. 494 funds tracked by Wall St. Rank hold VGSH as of Q2 2021.

  • Montgomery Investment Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Montgomery Investment Management sold 3,700 Vanguard Short-Term Treasury ETF shares in Q2 2021, an estimated $228K.
  • Montgomery Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and held it in 2 quarters.
  • Montgomery Investment Management's Vanguard Short-Term Treasury ETF position peaked at $228K in Q1 2021.
  • 494 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2021.

Based on Montgomery Investment Management's 13F filing for Q2 2021, filed 13 Aug 2021.