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

Tiedemann 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
2023 Q3	$213K	Hold	3,693	–	–	0.01%	259
2023 Q2	$213K	Sell	3,693 -29,896	-89%	-$1.74M	0.01%	238
2023 Q1	$1.97M	Hold	33,589	–	–	0.09%	75
2022 Q4	$1.94M	Sell	33,589 -3,826	-10%	-$221K	0.09%	79
2022 Q3	$2.16M	Buy	37,415 +3,826	+11%	+$224K	0.13%	72
2022 Q2	$1.98M	Sell	33,589 -79,496	-70%	-$4.69M	0.15%	71
2022 Q1	$6.7M	Hold	113,085	–	–	0.34%	41
2021 Q4	$6.88M	Sell	113,085 -6,537	-5%	-$400K	0.34%	41
2021 Q3	$7.35M	Sell	119,622 -2,806	-2%	-$172K	0.39%	36
2021 Q2	$7.52M	Buy	122,428 +603	+0.5%	+$37.1K	0.3%	40
2021 Q1	$7.49M	Sell	121,825 -567	-0.5%	-$34.9K	0.33%	38
2020 Q4	$7.54M	Hold	122,392	–	–	0.36%	35
2020 Q3	$7.6M	Sell	122,392 -549	-0.4%	-$34.1K	0.37%	43
2020 Q2	$7.65M	Buy	122,941 +12,405	+11%	+$772K	0.41%	40
2020 Q1	$6.89M	Sell	110,536 -60,292	-35%	-$3.7M	0.45%	40
2019 Q4	$10.4M	Sell	170,828 -25,556	-13%	-$1.56M	0.5%	43
2019 Q3	$12M	Sell	196,384 -1,505,235	-88%	-$91.7M	0.57%	38
2019 Q2	$104M	Buy	1,701,619 +1,511,349	+794%	+$91.4M	5.19%	4
2019 Q1	$11.5M	Buy	190,270 +163,533	+612%	+$9.84M	0.54%	43
2018 Q4	$1.61M	Buy	+26,737	New	+$1.6M	0.08%	155

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tiedemann Advisors's VGSH Position: Q3 2023 in Review

Tiedemann Advisors held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q3 2023 at 3,693 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #259.

Tiedemann Advisors first reported a position in VGSH in Q4 2018 and has held it in 20 quarters since. The position peaked at $104M in Q2 2019. 808 funds tracked by Wall St. Rank hold VGSH as of Q3 2023.

Tiedemann Advisors held 3,693 shares of Vanguard Short-Term Treasury ETF worth $213K as of Q3 2023.
Tiedemann Advisors left its Vanguard Short-Term Treasury ETF share count unchanged in Q3 2023.
Vanguard Short-Term Treasury ETF made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #259 holding.
Tiedemann Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and has held it in 20 quarters since.
Tiedemann Advisors's Vanguard Short-Term Treasury ETF position peaked at $104M in Q2 2019.
808 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.