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Strategic Wealth Management Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Strategic Wealth Management Group’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
2021
Q2 		$266K Hold
4,333
– – 0.1% 105
2021
Q1 		$267K Hold
4,333
– – 0.1% 115
2020
Q4 		$267K Buy
+4,333
New +$269K 0.12% 101

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Wealth Management Group's VGSH Position: Q2 2021 in Review

Strategic Wealth Management Group held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2021 at 4,333 shares worth $266K. The position accounts for 0.1% of the portfolio, ranked #105.

Strategic Wealth Management Group first reported a position in VGSH in Q4 2020 and has held it in 3 quarters since. The position peaked at $267K in Q1 2021. 494 funds tracked by Wall St. Rank hold VGSH as of Q2 2021.

  • Strategic Wealth Management Group held 4,333 shares of Vanguard Short-Term Treasury ETF worth $266K as of Q2 2021.
  • Strategic Wealth Management Group left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2021.
  • Vanguard Short-Term Treasury ETF made up 0.1% of Strategic Wealth Management Group's portfolio in Q2 2021, its #105 holding.
  • Strategic Wealth Management Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 3 quarters since.
  • Strategic Wealth Management Group's Vanguard Short-Term Treasury ETF position peaked at $267K in Q1 2021.
  • 494 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.