RegentAtlantic Capital’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

RegentAtlantic Capital’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
2022 Q3	$1.2M	Buy	20,758 +10,379	+100%	+$608K	0.04%	275
2022 Q2	$611K	Buy	+10,379	New	+$612K	0.02%	395
2021 Q4	–	Sell	-4,961	Closed	-$305K	–	702
2021 Q3	$305K	Buy	4,961 +909	+22%	+$55.9K	0.01%	553
2021 Q2	$249K	Buy	+4,052	New	+$249K	0.01%	573

Other funds holding VGSH

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

RegentAtlantic Capital's VGSH Position: Q3 2022 in Review

RegentAtlantic Capital increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 100% in Q3 2022, buying an estimated $608K and bringing the position to 20,758 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #275.

RegentAtlantic Capital first reported a position in VGSH in Q2 2021 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

RegentAtlantic Capital held 20,758 shares of Vanguard Short-Term Treasury ETF worth $1.2M as of Q3 2022.
RegentAtlantic Capital bought 10,379 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $608K.
Vanguard Short-Term Treasury ETF made up 0.04% of RegentAtlantic Capital's portfolio in Q3 2022, its #275 holding.
RegentAtlantic Capital first reported a position in Vanguard Short-Term Treasury ETF in Q2 2021 and has held it in 4 quarters since.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.