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

AllSquare 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	$466K	Buy	7,913 +825	+12%	+$48.4K	0.25%	63
2025 Q2	$417K	Hold	7,088	–	–	0.23%	65
2025 Q1	$416K	Hold	7,088	–	–	0.25%	62
2024 Q4	$412K	Hold	7,088	–	–	0.24%	60
2024 Q3	$418K	Buy	7,088 +35	+0.5%	+$2.05K	0.24%	59
2024 Q2	$409K	Buy	7,053 +425	+6%	+$24.6K	0.25%	56
2024 Q1	$385K	Buy	6,628 +2,070	+45%	+$120K	0.23%	63
2023 Q4	$266K	Buy	4,558 +13	+0.3%	+$751	0.16%	86
2023 Q3	$262K	Hold	4,545	–	–	0.17%	81
2023 Q2	$264K	Hold	4,545	–	–	0.17%	82
2023 Q1	$266K	Hold	4,545	–	–	0.17%	81
2022 Q4	$263K	Hold	4,545	–	–	0.18%	76
2022 Q3	$263K	Hold	4,545	–	–	0.19%	73
2022 Q2	$268K	Sell	4,545 -65	-1%	-$3.83K	0.18%	77
2022 Q1	$273K	Hold	4,610	–	–	0.16%	83
2021 Q4	$280K	Hold	4,610	–	–	0.16%	76
2021 Q3	$283K	Buy	4,610 +460	+11%	+$28.3K	0.17%	75
2021 Q2	$255K	Hold	4,150	–	–	0.15%	86
2021 Q1	$255K	Hold	4,150	–	–	0.16%	80
2020 Q4	$256K	Hold	4,150	–	–	0.17%	73
2020 Q3	$258K	Hold	4,150	–	–	0.19%	65
2020 Q2	$258K	Hold	4,150	–	–	0.19%	62
2020 Q1	$259K	Hold	4,150	–	–	0.23%	55
2019 Q4	$252K	Buy	+4,150	New	+$253K	0.18%	74

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

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

Goldman Sachs New York $871B AUM 31.28% 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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

AllSquare Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 12% in Q3 2025, buying an estimated $48.4K and bringing the position to 7,913 shares worth $466K. The position accounts for 0.25% of the portfolio, ranked #63.

AllSquare Wealth Management first reported a position in VGSH in Q4 2019 and has held it in 24 quarters since. 936 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

AllSquare Wealth Management held 7,913 shares of Vanguard Short-Term Treasury ETF worth $466K as of Q3 2025.
AllSquare Wealth Management bought 825 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $48.4K.
Vanguard Short-Term Treasury ETF made up 0.25% of AllSquare Wealth Management's portfolio in Q3 2025, its #63 holding.
AllSquare Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and has held it in 24 quarters since.
936 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.