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

Wealthstar Advisors’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
2024 Q2	$5.44M	Buy	+93,830	New	+$5.42M	4.41%	8

Other funds holding VGSH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthstar Advisors's VGSH Position: Q2 2024 in Review

Wealthstar Advisors opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2024: 93,830 shares worth $5.44M. The stake represents 4.41% of the portfolio and ranks #8 among its holdings.

844 funds tracked by Wall St. Rank hold VGSH as of Q2 2024.

Wealthstar Advisors held 93,830 shares of Vanguard Short-Term Treasury ETF worth $5.44M as of Q2 2024.
Vanguard Short-Term Treasury ETF was a new Wealthstar Advisors position in Q2 2024.
Vanguard Short-Term Treasury ETF made up 4.41% of Wealthstar Advisors's portfolio in Q2 2024, its #8 holding.
844 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.