Sheets Smith Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Sheets Smith Investment Management’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 Q4	$2.91M	Buy	+50,206	New	+$2.9M	3.18%	3
2022 Q2	$3.32M	Sell	56,617 -35,170	-38%	-$2.07M	3.86%	3
2022 Q1	$5.44M	Buy	91,787 +72,508	+376%	+$4.36M	6.69%	6
2021 Q4	$1.17M	Buy	+19,279	New	+$1.18M	0.83%	38

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Sheets Smith Investment Management's VGSH Position: Q4 2022 in Review

Sheets Smith Investment Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q4 2022: 50,206 shares worth $2.91M. The stake represents 3.18% of the portfolio and ranks #3 among its holdings. This is a return to the name: Sheets Smith Investment Management previously reported a position in VGSH as recently as Q2 2022.

Sheets Smith Investment Management first reported a position in VGSH in Q4 2021 and has held it in 4 quarters since. The position peaked at $5.44M in Q1 2022. 734 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

Sheets Smith Investment Management held 50,206 shares of Vanguard Short-Term Treasury ETF worth $2.91M as of Q4 2022.
Vanguard Short-Term Treasury ETF was a new Sheets Smith Investment Management position in Q4 2022.
Vanguard Short-Term Treasury ETF made up 3.18% of Sheets Smith Investment Management's portfolio in Q4 2022, its #3 holding.
Sheets Smith Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 4 quarters since.
Sheets Smith Investment Management's Vanguard Short-Term Treasury ETF position peaked at $5.44M in Q1 2022.
734 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Sheets Smith Investment Management's 13F filing for Q4 2022, filed 10 Feb 2023.