Advisor Resource Council’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-35,217	Closed	-$1.88M	–	577
2025 Q1	$1.88M	Buy	+35,217	New	+$2.06M	0.15%	163
2024 Q2	–	Sell	-4,308	Closed	-$251K	–	221
2024 Q1	$251K	Sell	4,308 -15,667	-78%	-$911K	0.11%	193
2023 Q4	$1.17M	Buy	+19,975	New	+$1.15M	0.14%	150
2023 Q2	–	Sell	-22,477	Closed	-$1.31M	–	268
2023 Q1	$1.31M	Buy	+22,477	New	+$1.31M	0.33%	79
2022 Q3	–	Sell	-31,787	Closed	-$1.87M	–	489
2022 Q2	$1.87M	Buy	+31,787	New	+$1.87M	0.17%	130
2022 Q1	–	Sell	-32,479	Closed	-$1.98M	–	540
2021 Q4	$1.98M	Buy	+32,479	New	+$1.99M	0.15%	141
2021 Q3	–	Sell	-31,296	Closed	-$1.92M	–	487
2021 Q2	$1.92M	Buy	+31,296	New	+$1.93M	0.2%	112

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

OWM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Advisor Resource Council's VGSH Position: Q2 2025 in Review

Advisor Resource Council sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 35,217 shares — an estimated $1.88M sold.

Advisor Resource Council first reported a position in VGSH in Q2 2021 and held it in 7 quarters. The position peaked at $1.98M in Q4 2021. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

Advisor Resource Council reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 35,217 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $1.88M.
Advisor Resource Council first reported a position in Vanguard Short-Term Treasury ETF in Q2 2021 and held it in 7 quarters.
Advisor Resource Council's Vanguard Short-Term Treasury ETF position peaked at $1.98M in Q4 2021.
943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.