Atria Wealth Solutions’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Atria Wealth Solutions’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 Q2	$1.74M	Sell	29,716 -65,257	-69%	-$3.82M	0.04%	460
2025 Q1	$5.57M	Sell	94,973 -87,539	-48%	-$5.11M	0.07%	306
2024 Q4	$10.6M	Sell	182,512 -13,648	-7%	-$797K	0.12%	185
2024 Q3	$11.6M	Sell	196,160 -11,430	-6%	-$669K	0.13%	173
2024 Q2	$12M	Buy	207,590 +13,541	+7%	+$782K	0.13%	163
2024 Q1	$11.3M	Buy	194,049 +5,949	+3%	+$346K	0.13%	175
2023 Q4	$11M	Sell	188,100 -24,990	-12%	-$1.44M	0.14%	155
2023 Q3	$12.3M	Buy	213,090 +22,165	+12%	+$1.28M	0.17%	129
2023 Q2	$11M	Sell	190,925 -22,381	-10%	-$1.3M	0.15%	141
2023 Q1	$12.5M	Buy	213,306 +97,241	+84%	+$5.65M	0.18%	122
2022 Q4	$6.71M	Sell	116,065 -43,662	-27%	-$2.52M	0.11%	200
2022 Q3	$9.23M	Buy	159,727 +51,392	+47%	+$3.01M	0.16%	139
2022 Q2	$6.38M	Buy	108,335 +20,828	+24%	+$1.23M	0.12%	185
2022 Q1	$5.19M	Buy	+87,507	New	+$5.26M	0.09%	244

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

OWM

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

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

Atria Wealth Solutions's VGSH Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 69% in Q2 2025, selling an estimated $3.82M and leaving 29,716 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #460.

Atria Wealth Solutions first reported a position in VGSH in Q1 2022 and has held it in 14 quarters since. The position peaked at $12.5M in Q1 2023. 945 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

Atria Wealth Solutions held 29,716 shares of Vanguard Short-Term Treasury ETF worth $1.74M as of Q2 2025.
Atria Wealth Solutions sold 65,257 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $3.82M.
Vanguard Short-Term Treasury ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #460 holding.
Atria Wealth Solutions first reported a position in Vanguard Short-Term Treasury ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Short-Term Treasury ETF position peaked at $12.5M in Q1 2023.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.