VAM
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Visionary Asset Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Visionary Asset 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
2018
Q4 		$35.3M Buy
587,689
+561,232
+2,121% +$33.5M 14% 3
2018
Q3 		$1.58M Buy
26,457
+5,079
+24% +$304K 0.51% 76
2018
Q2 		$1.28M Buy
+21,378
New +$1.28M 0.43% 79

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $441M AUM 41.77% 1-Year Est. Return

Visionary Asset Management's VGSH Position: Q4 2018 in Review

Visionary Asset Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2,121% in Q4 2018, buying an estimated $33.5M and bringing the position to 587,689 shares worth $35.3M. The position accounts for 14% of the portfolio, ranked #3.

Visionary Asset Management first reported a position in VGSH in Q2 2018 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold VGSH as of Q4 2018.

  • Visionary Asset Management held 587,689 shares of Vanguard Short-Term Treasury ETF worth $35.3M as of Q4 2018.
  • Visionary Asset Management bought 561,232 Vanguard Short-Term Treasury ETF shares in Q4 2018, an estimated $33.5M.
  • Vanguard Short-Term Treasury ETF made up 14% of Visionary Asset Management's portfolio in Q4 2018, its #3 holding.
  • Visionary Asset Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2018 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.