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

Angeles 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 Q4	–	Sell	-5	Closed	-$294	–	492
2025 Q3	$294	Hold	5	–	–	﹤0.01%	408
2025 Q2	$294	Buy	+5	New	+$293	﹤0.01%	429
2024 Q3	–	Sell	-115,860	Closed	-$6.72M	–	351
2024 Q2	$6.72M	Sell	115,860 -11,500	-9%	-$665K	0.63%	26
2024 Q1	$7.4M	Sell	127,360 -15,190	-11%	-$883K	0.74%	23
2023 Q4	$8.31M	Sell	142,550 -27,499	-16%	-$1.59M	1.01%	19
2023 Q3	$9.79M	Sell	170,049 -6,065	-3%	-$350K	1.38%	18
2023 Q2	$10.2M	Buy	176,114 +1,524	+0.9%	+$88.7K	1.39%	18
2023 Q1	$10.2M	Buy	+174,590	New	+$10.1M	1.52%	19

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Angeles Wealth Management's VGSH Position: Q4 2025 in Review

Angeles Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025, closing a stake of 5 shares — an estimated $294 sold.

Angeles Wealth Management first reported a position in VGSH in Q1 2023 and held it in 8 quarters. The position peaked at $10.2M in Q1 2023. 1,039 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

Angeles Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Angeles Wealth Management sold 5 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $294.
Angeles Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 8 quarters.
Angeles Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $10.2M in Q1 2023.
1,039 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Angeles Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.