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

AllGen 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
2025
Q3 		– Sell
-106,230
Closed -$6.24M – 44
2025
Q2 		$6.24M Sell
106,230
-229,174
-68% -$13.4M 1.68% 14
2025
Q1 		$19.7M Buy
335,404
+5,454
+2% +$318K 5.83% 5
2024
Q4 		$19.2M Buy
329,950
+6,161
+2% +$360K 6.45% 5
2024
Q3 		$19.1M Sell
323,789
-97,023
-23% -$5.68M 6.2% 5
2024
Q2 		$24.4M Sell
420,812
-128,967
-23% -$7.45M 9.26% 2
2024
Q1 		$31.9M Buy
+549,779
New +$32M 12.99% 2

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

AllGen Financial Advisors's VGSH Position: Q3 2025 in Review

AllGen Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 106,230 shares — an estimated $6.24M sold.

AllGen Financial Advisors first reported a position in VGSH in Q1 2024 and held it in 6 quarters. The position peaked at $31.9M in Q1 2024. 936 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

  • AllGen Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • AllGen Financial Advisors sold 106,230 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $6.24M.
  • AllGen Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and held it in 6 quarters.
  • AllGen Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $31.9M in Q1 2024.
  • 936 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on AllGen Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.