Vanguard Personalized Indexing Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Vanguard Personalized Indexing Management’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 Q4	–	Sell	-5,092	Closed	-$294K	–	1346
2022 Q3	$294K	Hold	5,092	–	–	0.01%	981
2022 Q2	$300K	Sell	5,092 -455	-8%	-$26.8K	0.01%	992
2022 Q1	$329K	Sell	5,547 -7,585	-58%	-$456K	0.02%	973
2021 Q4	$799K	Sell	13,132 -654	-5%	-$40K	0.05%	504
2021 Q3	$847K	Buy	13,786 +3,076	+29%	+$189K	0.08%	277
2021 Q2	$658K	Sell	10,710 -39,341	-79%	-$2.42M	0.07%	366
2021 Q1	$3.08M	Buy	50,051 +22,924	+85%	+$1.41M	0.47%	34
2020 Q4	$1.67M	Buy	27,127 +10,108	+59%	+$626K	0.36%	60
2020 Q3	$1.06M	Buy	17,019 +931	+6%	+$57.8K	0.3%	75
2020 Q2	$1M	Buy	+16,088	New	+$1M	0.45%	46

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Vanguard Personalized Indexing Management's VGSH Position: Q4 2022 in Review

Vanguard Personalized Indexing Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2022, closing a stake of 5,092 shares — an estimated $294K sold.

Vanguard Personalized Indexing Management first reported a position in VGSH in Q2 2020 and held it in 10 quarters. The position peaked at $3.08M in Q1 2021. 732 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

Vanguard Personalized Indexing Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 5,092 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $294K.
Vanguard Personalized Indexing Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and held it in 10 quarters.
Vanguard Personalized Indexing Management's Vanguard Short-Term Treasury ETF position peaked at $3.08M in Q1 2021.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2022, filed 10 Feb 2023.