Avalon Capital Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Avalon Capital 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 Q1	–	Sell	-4,409	Closed	-$257K	–	153
2024 Q4	$257K	Buy	+4,409	New	+$257K	0.08%	112
2023 Q1	–	Sell	-3,548	Closed	-$205K	–	59
2022 Q4	$205K	Buy	+3,548	New	+$205K	0.1%	52

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

OWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Avalon Capital Management's VGSH Position: Q1 2025 in Review

Avalon Capital Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 4,409 shares — an estimated $257K sold.

Avalon Capital Management first reported a position in VGSH in Q4 2022 and held it in 2 quarters. The position peaked at $257K in Q4 2024. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

Avalon Capital Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Avalon Capital Management sold 4,409 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $257K.
Avalon Capital Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 2 quarters.
Avalon Capital Management's Vanguard Short-Term Treasury ETF position peaked at $257K in Q4 2024.
930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Avalon Capital Management's 13F filing for Q1 2025, filed 7 May 2025.