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Annex Advisory Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Annex Advisory Services’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
-4,596
Closed -$270K – 372
2025
Q3 		$270K Buy
+4,596
New +$270K 0.01% 269

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Annex Advisory Services's VGSH Position: Q4 2025 in Review

Annex Advisory Services sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025, closing a stake of 4,596 shares — an estimated $270K sold.

Annex Advisory Services first reported a position in VGSH in Q3 2025 and held it in 1 quarter. The position peaked at $270K in Q3 2025. 1,047 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

  • Annex Advisory Services reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Annex Advisory Services sold 4,596 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $270K.
  • Annex Advisory Services first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Annex Advisory Services's Vanguard Short-Term Treasury ETF position peaked at $270K in Q3 2025.
  • 1,047 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Annex Advisory Services's 13F filing for Q4 2025, filed 26 Jan 2026.