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

SpiderRock 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
2024
Q3 		$244K Sell
4,130
-143
-3% -$8.38K ﹤0.01% 772
2024
Q2 		$248K Sell
4,273
-409
-9% -$23.6K 0.01% 698
2024
Q1 		$271K Buy
+4,682
New +$272K 0.01% 642

Other funds holding VGSH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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

SpiderRock Advisors's VGSH Position: Q3 2024 in Review

SpiderRock Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.3% in Q3 2024, selling an estimated $8.38K and leaving 4,130 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

SpiderRock Advisors first reported a position in VGSH in Q1 2024 and has held it in 3 quarters since. The position peaked at $271K in Q1 2024. 843 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

  • SpiderRock Advisors held 4,130 shares of Vanguard Short-Term Treasury ETF worth $244K as of Q3 2024.
  • SpiderRock Advisors sold 143 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $8.38K.
  • Vanguard Short-Term Treasury ETF made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #772 holding.
  • SpiderRock Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Vanguard Short-Term Treasury ETF position peaked at $271K in Q1 2024.
  • 843 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.