Alpha Cubed Investments’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Alpha Cubed Investments’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 Q4	$291K	Hold	4,960	–	–	0.01%	232
2025 Q3	$292K	Sell	4,960 -1,286	-21%	-$75.4K	0.01%	231
2025 Q2	$367K	Sell	6,246 -4,800	-43%	-$281K	0.01%	211
2025 Q1	$648K	Buy	11,046 +2,406	+28%	+$140K	0.03%	149
2024 Q4	$503K	Buy	8,640 +548	+7%	+$32K	0.02%	155
2024 Q3	$478K	Sell	8,092 -2,043	-20%	-$120K	0.02%	158
2024 Q2	$588K	Sell	10,135 -2,560	-20%	-$148K	0.03%	140
2024 Q1	$737K	Buy	12,695 +4,349	+52%	+$253K	0.04%	124
2023 Q4	$487K	Sell	8,346 -292	-3%	-$16.9K	0.03%	155
2023 Q3	$498K	Hold	8,638	–	–	0.03%	141
2023 Q2	$499K	Sell	8,638 -500	-5%	-$29.1K	0.03%	145
2023 Q1	$535K	Sell	9,138 -4,845	-35%	-$281K	0.04%	142
2022 Q4	$808K	Sell	13,983 -1,972	-12%	-$114K	0.06%	132
2022 Q3	$922K	Sell	15,955 -30,619	-66%	-$1.79M	0.07%	109
2022 Q2	$2.74M	Buy	+46,574	New	+$2.75M	0.2%	79

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alpha Cubed Investments's VGSH Position: Q4 2025 in Review

Alpha Cubed Investments held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q4 2025 at 4,960 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #232.

Alpha Cubed Investments first reported a position in VGSH in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.74M in Q2 2022. 1,045 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

Alpha Cubed Investments held 4,960 shares of Vanguard Short-Term Treasury ETF worth $291K as of Q4 2025.
Alpha Cubed Investments left its Vanguard Short-Term Treasury ETF share count unchanged in Q4 2025.
Vanguard Short-Term Treasury ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #232 holding.
Alpha Cubed Investments first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 15 quarters since.
Alpha Cubed Investments's Vanguard Short-Term Treasury ETF position peaked at $2.74M in Q2 2022.
1,045 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.