Violich Capital Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Violich Capital 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
2023 Q4	–	Sell	-10,000	Closed	-$576K	–	104
2023 Q3	$576K	Hold	10,000	–	–	0.1%	74
2023 Q2	$577K	Buy	+10,000	New	+$582K	0.09%	75
2019 Q4	–	Sell	-5,000	Closed	-$305K	–	117
2019 Q3	$305K	Hold	5,000	–	–	0.07%	93
2019 Q2	$305K	Hold	5,000	–	–	0.08%	97
2019 Q1	$302K	Buy	+5,000	New	+$301K	0.08%	93
2018 Q2	–	Sell	-3,936	Closed	-$236K	–	124
2018 Q1	$236K	Buy	+3,936	New	+$236K	0.06%	100

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Violich Capital Management's VGSH Position: Q4 2023 in Review

Violich Capital Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2023, closing a stake of 10,000 shares — an estimated $576K sold.

Violich Capital Management first reported a position in VGSH in Q1 2018 and held it in 6 quarters. The position peaked at $577K in Q2 2023. 857 funds tracked by Wall St. Rank hold VGSH as of Q4 2023.

Violich Capital Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Violich Capital Management sold 10,000 Vanguard Short-Term Treasury ETF shares in Q4 2023, an estimated $576K.
Violich Capital Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2018 and held it in 6 quarters.
Violich Capital Management's Vanguard Short-Term Treasury ETF position peaked at $577K in Q2 2023.
857 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2023.

Based on Violich Capital Management's 13F filing for Q4 2023, filed 26 Jan 2024.