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Signify Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Signify Wealth’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
Q4 		$7.69M Buy
132,253
+9,170
+7% +$535K 8.68% 2
2024
Q3 		$7.26M Buy
123,083
+22,389
+22% +$1.31M 8.9% 2
2024
Q2 		$5.84M Buy
100,694
+2,916
+3% +$169K 8.4% 2
2024
Q1 		$5.68M Buy
97,778
+16,541
+20% +$962K 9.42% 2
2023
Q4 		$4.74M Sell
81,237
-26,085
-24% -$1.51M 7.15% 5
2023
Q3 		$6.18M Buy
+107,322
New +$6.19M 8.31% 1

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Signify Wealth's VGSH Position: Q4 2024 in Review

Signify Wealth increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.5% in Q4 2024, buying an estimated $535K and bringing the position to 132,253 shares worth $7.69M. The position accounts for 8.68% of the portfolio, ranked #2.

Signify Wealth first reported a position in VGSH in Q3 2023 and has held it in 6 quarters since. 904 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

  • Signify Wealth held 132,253 shares of Vanguard Short-Term Treasury ETF worth $7.69M as of Q4 2024.
  • Signify Wealth bought 9,170 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $535K.
  • Vanguard Short-Term Treasury ETF made up 8.68% of Signify Wealth's portfolio in Q4 2024, its #2 holding.
  • Signify Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 6 quarters since.
  • 904 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.