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Accredited Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$4.85M Sell
5,060
-70,402
-93% -$4.13M 3.61% 8
2025
Q2 		$4.44M Buy
75,462
+11,057
+17% +$648K 3.59% 8
2025
Q1 		$3.78M Buy
64,405
+14,690
+30% +$857K 3.19% 9
2024
Q4 		$2.89M Buy
+49,715
New +$2.9M 2.53% 11

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Accredited Wealth Management's VGSH Position: Q3 2025 in Review

Accredited Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 93% in Q3 2025, selling an estimated $4.13M and leaving 5,060 shares worth $4.85M. The position accounts for 3.61% of the portfolio, ranked #8.

Accredited Wealth Management first reported a position in VGSH in Q4 2024 and has held it in 4 quarters since. 936 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

  • Accredited Wealth Management held 5,060 shares of Vanguard Short-Term Treasury ETF worth $4.85M as of Q3 2025.
  • Accredited Wealth Management sold 70,402 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $4.13M.
  • Vanguard Short-Term Treasury ETF made up 3.61% of Accredited Wealth Management's portfolio in Q3 2025, its #8 holding.
  • Accredited Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
  • 936 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.