Wellington Wealth Strategies’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Wellington Wealth Strategies’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 Q4	$836K	Buy	14,365 +4,900	+52%	+$286K	0.76%	34
2024 Q3	$554K	Buy	9,465 +3,703	+64%	+$217K	0.42%	44
2024 Q2	$334K	Buy	+5,762	New	+$333K	1.4%	17
2024 Q1	–	Sell	-3,722	Closed	-$217K	–	180
2023 Q4	$217K	Buy	+3,722	New	+$215K	0.18%	81
2020 Q4	$217K	Buy	+3,722	New	+$231K	0.18%	80

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wellington Wealth Strategies's VGSH Position: Q4 2024 in Review

Wellington Wealth Strategies increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 52% in Q4 2024, buying an estimated $286K and bringing the position to 14,365 shares worth $836K. The position accounts for 0.76% of the portfolio, ranked #34.

Wellington Wealth Strategies first reported a position in VGSH in Q4 2020 and has held it in 5 quarters since. 904 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

Wellington Wealth Strategies held 14,365 shares of Vanguard Short-Term Treasury ETF worth $836K as of Q4 2024.
Wellington Wealth Strategies bought 4,900 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $286K.
Vanguard Short-Term Treasury ETF made up 0.76% of Wellington Wealth Strategies's portfolio in Q4 2024, its #34 holding.
Wellington Wealth Strategies first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 5 quarters since.
904 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.