Mosaic Family Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Mosaic Family Wealth’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 Q4	$848K	Buy	13,943 +117	+0.8%	+$7.16K	0.22%	70
2021 Q3	$849K	Buy	13,826 +2,881	+26%	+$177K	0.24%	62
2021 Q2	$672K	Buy	10,945 +506	+5%	+$31.1K	0.19%	75
2021 Q1	$642K	Buy	10,439 +2,069	+25%	+$127K	0.19%	76
2020 Q4	$516K	Buy	8,370 +713	+9%	+$44.2K	0.17%	82
2020 Q3	$475K	Buy	7,657 +3,084	+67%	+$192K	0.18%	75
2020 Q2	$284K	Buy	+4,573	New	+$284K	0.12%	108

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Mosaic Family Wealth's VGSH Position: Q4 2021 in Review

Mosaic Family Wealth increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.85% in Q4 2021, buying an estimated $7.16K and bringing the position to 13,943 shares worth $848K. The position accounts for 0.22% of the portfolio, ranked #70.

Mosaic Family Wealth first reported a position in VGSH in Q2 2020 and has held it in 7 quarters since. The position peaked at $849K in Q3 2021. 557 funds tracked by Wall St. Rank hold VGSH as of Q4 2021.

Mosaic Family Wealth held 13,943 shares of Vanguard Short-Term Treasury ETF worth $848K as of Q4 2021.
Mosaic Family Wealth bought 117 Vanguard Short-Term Treasury ETF shares in Q4 2021, an estimated $7.16K.
Vanguard Short-Term Treasury ETF made up 0.22% of Mosaic Family Wealth's portfolio in Q4 2021, its #70 holding.
Mosaic Family Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 7 quarters since.
Mosaic Family Wealth's Vanguard Short-Term Treasury ETF position peaked at $849K in Q3 2021.
557 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.