WHG
VGSH icon

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

Westwood Holdings 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
2021
Q2 		– Sell
-3,302
Closed -$203K – 485
2021
Q1 		$203K Hold
3,302
– – ﹤0.01% 452
2020
Q4 		$203K Hold
3,302
– – ﹤0.01% 425
2020
Q3 		$205K Hold
3,302
– – ﹤0.01% 390
2020
Q2 		$205K Buy
+3,302
New +$205K ﹤0.01% 385
2017
Q3 		– Sell
-600
Closed -$36K – 511
2017
Q2 		$36K Buy
+600
New +$36.5K ﹤0.01% 460

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return