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Bordeaux Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bordeaux 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
2025
Q2 		$914K Buy
15,546
+152
+1% +$8.9K 0.12% 61
2025
Q1 		$903K Sell
15,394
-1,746
-10% -$102K 0.17% 60
2024
Q4 		$997K Buy
17,140
+1,690
+11% +$98.6K 0.16% 56
2024
Q3 		$912K Buy
15,450
+154
+1% +$9.02K 0.16% 61
2024
Q2 		$887K Buy
+15,296
New +$884K 0.17% 56

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baird Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Bordeaux Wealth Advisors's VGSH Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.99% in Q2 2025, buying an estimated $8.9K and bringing the position to 15,546 shares worth $914K. The position accounts for 0.12% of the portfolio, ranked #61.

Bordeaux Wealth Advisors first reported a position in VGSH in Q2 2024 and has held it in 5 quarters since. The position peaked at $997K in Q4 2024. 944 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

  • Bordeaux Wealth Advisors held 15,546 shares of Vanguard Short-Term Treasury ETF worth $914K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 152 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $8.9K.
  • Vanguard Short-Term Treasury ETF made up 0.12% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #61 holding.
  • Bordeaux Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2024 and has held it in 5 quarters since.
  • Bordeaux Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $997K in Q4 2024.
  • 944 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.