Sanders Morris Harris’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Sanders Morris Harris’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	–	Sell	-5,567	Closed	-$328K	–	309
2022 Q2	$328K	Sell	5,567 -979	-15%	-$57.7K	0.07%	196
2022 Q1	$388K	Buy	+6,546	New	+$393K	0.08%	200

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

Sanders Morris Harris's VGSH Position: Q3 2022 in Review

Sanders Morris Harris sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 5,567 shares — an estimated $328K sold.

Sanders Morris Harris first reported a position in VGSH in Q1 2022 and held it in 2 quarters. The position peaked at $388K in Q1 2022. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

Sanders Morris Harris reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Sanders Morris Harris sold 5,567 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $328K.
Sanders Morris Harris first reported a position in Vanguard Short-Term Treasury ETF in Q1 2022 and held it in 2 quarters.
Sanders Morris Harris's Vanguard Short-Term Treasury ETF position peaked at $388K in Q1 2022.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Sanders Morris Harris's 13F filing for Q3 2022, filed 7 Oct 2022.