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

Watchman Group’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	-4,500	Closed	-$260K	–	76
2023 Q2	$260K	Buy	+4,500	New	+$262K	0.13%	58
2022 Q1	–	Sell	-87,703	Closed	-$5.33M	–	85
2021 Q4	$5.33M	Buy	+87,703	New	+$5.36M	2.8%	5

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

Watchman Group's VGSH Position: Q3 2023 in Review

Watchman Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2023, closing a stake of 4,500 shares — an estimated $260K sold.

Watchman Group first reported a position in VGSH in Q4 2021 and held it in 2 quarters. The position peaked at $5.33M in Q4 2021. 808 funds tracked by Wall St. Rank hold VGSH as of Q3 2023.

Watchman Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Watchman Group sold 4,500 Vanguard Short-Term Treasury ETF shares in Q3 2023, an estimated $260K.
Watchman Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and held it in 2 quarters.
Watchman Group's Vanguard Short-Term Treasury ETF position peaked at $5.33M in Q4 2021.
808 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2023.

Based on Watchman Group's 13F filing for Q3 2023, filed 9 Nov 2023.