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

Wipfli Financial 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
2022 Q3	$269K	Buy	+4,652	New	+$272K	0.02%	358

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wipfli Financial Advisors's VGSH Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022: 4,652 shares worth $269K. The stake represents 0.02% of the portfolio and ranks #358 among its holdings.

657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

Wipfli Financial Advisors held 4,652 shares of Vanguard Short-Term Treasury ETF worth $269K as of Q3 2022.
Vanguard Short-Term Treasury ETF was a new Wipfli Financial Advisors position in Q3 2022.
Vanguard Short-Term Treasury ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #358 holding.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.