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AWA
Arkadios Wealth Advisors’s
Vanguard Short-Term Treasury ETF
VGSH
Stock Holding History
Arkadios Wealth 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
2026
Q1
$11.8M
Buy
202,018
+577
+0.3%
+$33.9K
0.2%
112
2025
Q4
$11.8M
Buy
201,441
+3,291
+2%
+$193K
0.23%
91
2025
Q3
$11.7M
Buy
198,150
+7,918
+4%
+$465K
0.29%
64
2025
Q2
$11.2M
Buy
190,232
+25,003
+15%
+$1.46M
0.34%
52
2025
Q1
$9.7M
Buy
165,229
+147,925
+855%
+$8.63M
0.37%
50
2024
Q4
$1.01M
Buy
17,304
+7,853
+83%
+$458K
0.06%
331
2024
Q3
$558K
Buy
9,451
+932
+11%
+$54.6K
0.03%
505
2024
Q2
$494K
Buy
8,519
+914
+12%
+$52.8K
0.03%
471
2024
Q1
$442K
Buy
7,605
+2,029
+36%
+$118K
0.03%
406
2023
Q4
$325K
Buy
5,576
+1,427
+34%
+$82.5K
0.03%
495
2023
Q3
$239K
Buy
+4,149
New
+$239K
0.02%
567
2021
Q4
–
Sell
-948
Closed
-$58K
–
1743
2021
Q3
$58K
Hold
948
–
–
0.01%
835
2021
Q2
$58K
Hold
948
–
–
0.01%
877
2021
Q1
$58K
Buy
948
+79
+9%
+$4.86K
0.01%
652
2020
Q4
$53K
Buy
+869
New
+$53.9K
0.01%
550
Other funds holding VGSH
JP Morgan Chase
New York
$1.47T 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
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
OWM
Orgel Wealth Management
Altoona, Wisconsin
$5.27B AUM
16.18%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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