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

Avantax 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 Q2	$3.05M	Buy	51,930 +1,728	+3%	+$101K	0.02%	612
2025 Q1	$2.95M	Buy	50,202 +8,336	+20%	+$486K	0.02%	585
2024 Q4	$2.44M	Sell	41,866 -3,867	-8%	-$226K	0.02%	626
2024 Q3	$2.7M	Sell	45,733 -7,033	-13%	-$412K	0.02%	575
2024 Q2	$3.06M	Buy	52,766 +2,781	+6%	+$161K	0.02%	518
2024 Q1	$2.9M	Sell	49,985 -7,322	-13%	-$426K	0.03%	441
2023 Q4	$3.34M	Buy	57,307 +11,000	+24%	+$636K	0.03%	369
2023 Q3	$2.67M	Buy	46,307 +3,132	+7%	+$181K	0.03%	380
2023 Q2	$2.49M	Sell	43,175 -5,596	-11%	-$326K	0.03%	395
2023 Q1	$2.86M	Buy	48,771 +13,328	+38%	+$774K	0.04%	356
2022 Q4	$2.05M	Buy	35,443 +4,061	+13%	+$235K	0.03%	423
2022 Q3	$1.81M	Buy	31,382 +5,436	+21%	+$318K	0.03%	397
2022 Q2	$1.53M	Sell	25,946 -9,988	-28%	-$589K	0.02%	441
2022 Q1	$2.13M	Buy	+35,934	New	+$2.16M	0.03%	362
2021 Q4	–	Sell	-3,564	Closed	-$219K	–	1282
2021 Q3	$219K	Buy	3,564 +7	+0.2%	+$430	﹤0.01%	1067
2021 Q2	$219K	Hold	3,557	–	–	﹤0.01%	1040
2021 Q1	$220K	Buy	+3,557	New	+$219K	﹤0.01%	936
2020 Q4	–	Sell	-20,389	Closed	-$1.26M	–	1343
2020 Q3	$1.26M	Buy	+20,389	New	+$1.27M	0.02%	475

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

SCM

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

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

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

Avantax Advisory Services's VGSH Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.4% in Q2 2025, buying an estimated $101K and bringing the position to 51,930 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #612.

Avantax Advisory Services first reported a position in VGSH in Q3 2020 and has held it in 18 quarters since. The position peaked at $3.34M in Q4 2023. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

Avantax Advisory Services held 51,930 shares of Vanguard Short-Term Treasury ETF worth $3.05M as of Q2 2025.
Avantax Advisory Services bought 1,728 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $101K.
Vanguard Short-Term Treasury ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #612 holding.
Avantax Advisory Services first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and has held it in 18 quarters since.
Avantax Advisory Services's Vanguard Short-Term Treasury ETF position peaked at $3.34M in Q4 2023.
943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.