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Winslow Evans & Crocker’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Winslow Evans & Crocker’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
Q4 		$1.21M Hold
19,585
– – 0.23% 102
2020
Q3 		$1.22M Buy
+19,585
New +$1.22M 0.3% 72

Other funds holding VGSH

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Winslow Evans & Crocker's VGSH Position: Q4 2020 in Review

Winslow Evans & Crocker held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q4 2020 at 19,585 shares worth $1.21M. The position accounts for 0.23% of the portfolio, ranked #102.

Winslow Evans & Crocker first reported a position in VGSH in Q3 2020 and has held it in 2 quarters since. The position peaked at $1.22M in Q3 2020. 481 funds tracked by Wall St. Rank hold VGSH as of Q4 2020.

  • Winslow Evans & Crocker held 19,585 shares of Vanguard Short-Term Treasury ETF worth $1.21M as of Q4 2020.
  • Winslow Evans & Crocker left its Vanguard Short-Term Treasury ETF share count unchanged in Q4 2020.
  • Vanguard Short-Term Treasury ETF made up 0.23% of Winslow Evans & Crocker's portfolio in Q4 2020, its #102 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and has held it in 2 quarters since.
  • Winslow Evans & Crocker's Vanguard Short-Term Treasury ETF position peaked at $1.22M in Q3 2020.
  • 481 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.