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Scharf Investments’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Scharf Investments’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
2018
Q1 		– Sell
-15,462
Closed -$932K – 54
2017
Q4 		$932K Sell
15,462
-14,535
-48% -$879K 0.02% 40
2017
Q3 		$1.82M Sell
29,997
-939
-3% -$57.1K 0.04% 31
2017
Q2 		$1.88M Buy
30,936
+11,996
+63% +$729K 0.04% 30
2017
Q1 		$1.15M Buy
+18,940
New +$1.15M 0.03% 32

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $462M AUM 12.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return