A4 Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

A4 Wealth 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
2026 Q1	–	Sell	-3,643	Closed	-$214K	–	141
2025 Q4	$214K	Sell	3,643 -1,828	-33%	-$107K	0.19%	124
2025 Q3	$322K	Buy	+5,471	New	+$321K	0.27%	100

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

A4 Wealth Advisors's VGSH Position: Q1 2026 in Review

A4 Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 3,643 shares — an estimated $214K sold.

A4 Wealth Advisors first reported a position in VGSH in Q3 2025 and held it in 2 quarters. The position peaked at $322K in Q3 2025. 1,053 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

A4 Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
A4 Wealth Advisors sold 3,643 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $214K.
A4 Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and held it in 2 quarters.
A4 Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $322K in Q3 2025.
1,053 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.