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Montis Financial’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Montis Financial’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
Q1 		– Sell
-4,754
Closed -$293K – 72
2020
Q4 		$293K Buy
+4,754
New +$295K 0.29% 47

Other funds holding VGSH

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Montis Financial's VGSH Position: Q1 2021 in Review

Montis Financial sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2021, closing a stake of 4,754 shares — an estimated $293K sold.

Montis Financial first reported a position in VGSH in Q4 2020 and held it in 1 quarter. The position peaked at $293K in Q4 2020. 502 funds tracked by Wall St. Rank hold VGSH as of Q1 2021.

  • Montis Financial reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Montis Financial sold 4,754 Vanguard Short-Term Treasury ETF shares in Q1 2021, an estimated $293K.
  • Montis Financial first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Montis Financial's Vanguard Short-Term Treasury ETF position peaked at $293K in Q4 2020.
  • 502 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2021.

Based on Montis Financial's 13F filing for Q1 2021, filed 4 May 2021.