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

NEXT 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
2019 Q1	$25.8M	Buy	+427,525	New	+$25.7M	6.54%	2

Other funds holding VGSH

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEXT Financial Holdings's VGSH Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q1 2019: 427,525 shares worth $25.8M. The stake represents 6.54% of the portfolio and ranks #2 among its holdings.

249 funds tracked by Wall St. Rank hold VGSH as of Q1 2019.

NEXT Financial Holdings held 427,525 shares of Vanguard Short-Term Treasury ETF worth $25.8M as of Q1 2019.
Vanguard Short-Term Treasury ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Short-Term Treasury ETF made up 6.54% of NEXT Financial Holdings's portfolio in Q1 2019, its #2 holding.
249 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.