Sage Investment Advisers’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Sage Investment Advisers’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
2024 Q3	$3.54M	Buy	60,007 +5,385	+10%	+$315K	3.71%	5
2024 Q2	$3.17M	Buy	54,622 +7,051	+15%	+$407K	3.58%	6
2024 Q1	$2.76M	Sell	47,571 -137	-0.3%	-$7.97K	3.17%	7
2023 Q4	$2.78M	Buy	47,708 +623	+1%	+$36K	3.38%	7
2023 Q3	$2.71M	Sell	47,085 -691	-1%	-$39.8K	3.72%	6
2023 Q2	$2.76M	Sell	47,776 -2,484	-5%	-$145K	3.69%	6
2023 Q1	$2.94M	Buy	+50,260	New	+$2.92M	3.93%	6
2022 Q2	–	Sell	-6,800	Closed	-$403K	–	69
2022 Q1	$403K	Hold	6,800	–	–	0.53%	47
2021 Q4	$414K	Buy	+6,800	New	+$416K	0.53%	45

Other funds holding VGSH

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

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

OWM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Sage Investment Advisers's VGSH Position: Q3 2024 in Review

Sage Investment Advisers increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 9.9% in Q3 2024, buying an estimated $315K and bringing the position to 60,007 shares worth $3.54M. The position accounts for 3.71% of the portfolio, ranked #5.

Sage Investment Advisers first reported a position in VGSH in Q4 2021 and has held it in 9 quarters since. 843 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

Sage Investment Advisers held 60,007 shares of Vanguard Short-Term Treasury ETF worth $3.54M as of Q3 2024.
Sage Investment Advisers bought 5,385 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $315K.
Vanguard Short-Term Treasury ETF made up 3.71% of Sage Investment Advisers's portfolio in Q3 2024, its #5 holding.
Sage Investment Advisers first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 9 quarters since.
843 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on Sage Investment Advisers's 13F filing for Q3 2024, filed 4 Nov 2024.