Spearhead Capital Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Spearhead Capital Advisors’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	-5,522	Closed	-$325K	–	167
2022 Q2	$325K	Sell	5,522 -242	-4%	-$14.3K	0.05%	112
2022 Q1	$342K	Buy	5,764 +100	+2%	+$6.01K	0.04%	116
2021 Q4	$345K	Buy	5,664 +924	+19%	+$56.5K	0.04%	133
2021 Q3	$291K	Buy	4,740 +1,014	+27%	+$62.3K	0.04%	158
2021 Q2	$229K	Buy	3,726 +365	+11%	+$22.5K	0.03%	187
2021 Q1	$207K	Buy	+3,361	New	+$207K	0.03%	181

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 $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spearhead Capital Advisors's VGSH Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 5,522 shares — an estimated $325K sold.

Spearhead Capital Advisors first reported a position in VGSH in Q1 2021 and held it in 6 quarters. The position peaked at $345K in Q4 2021. 658 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

Spearhead Capital Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 5,522 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $325K.
Spearhead Capital Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and held it in 6 quarters.
Spearhead Capital Advisors's Vanguard Short-Term Treasury ETF position peaked at $345K in Q4 2021.
658 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.