V
VGSH icon

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

Veritable’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 		– Sell
-5,188
Closed -$300K – 774
2023
Q2 		$300K Hold
5,188
– – ﹤0.01% 701
2023
Q1 		$304K Hold
5,188
– – 0.01% 685
2022
Q4 		$300K Buy
+5,188
New +$300K 0.01% 660

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Veritable's VGSH Position: Q3 2023 in Review

Veritable sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2023, closing a stake of 5,188 shares — an estimated $300K sold.

Veritable first reported a position in VGSH in Q4 2022 and held it in 3 quarters. The position peaked at $304K in Q1 2023. 809 funds tracked by Wall St. Rank hold VGSH as of Q3 2023.

  • Veritable reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 5,188 Vanguard Short-Term Treasury ETF shares in Q3 2023, an estimated $300K.
  • Veritable first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 3 quarters.
  • Veritable's Vanguard Short-Term Treasury ETF position peaked at $304K in Q1 2023.
  • 809 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.