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Wealthspire Advisors (Maryland)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$3.92M Buy
+63,090
New +$3.92M 0.14% 81
2017
Q4 		– Sell
-68
Closed -$4K – 2562
2017
Q3 		$4K Hold
68
– – ﹤0.01% 1872
2017
Q2 		$4K Buy
+68
New +$4.13K ﹤0.01% 1850

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VGSH Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q3 2020: 63,090 shares worth $3.92M. The stake represents 0.14% of the portfolio and ranks #81 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in VGSH as recently as Q3 2017.

Wealthspire Advisors (Maryland) first reported a position in VGSH in Q2 2017 and has held it in 3 quarters since. 432 funds tracked by Wall St. Rank hold VGSH as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 63,090 shares of Vanguard Short-Term Treasury ETF worth $3.92M as of Q3 2020.
  • Vanguard Short-Term Treasury ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Vanguard Short-Term Treasury ETF made up 0.14% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #81 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Short-Term Treasury ETF in Q2 2017 and has held it in 3 quarters since.
  • 432 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.