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

Breakthru 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 Q4	–	Sell	-4,315	Closed	-$254K	–	68
2025 Q3	$254K	Buy	+4,315	New	+$253K	0.17%	51
2025 Q1	–	Sell	-5,069	Closed	-$295K	–	52
2024 Q4	$295K	Buy	+5,069	New	+$296K	0.27%	41

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

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

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

OWM

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Breakthru Advisory Services's VGSH Position: Q4 2025 in Review

Breakthru Advisory Services sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025, closing a stake of 4,315 shares — an estimated $254K sold.

Breakthru Advisory Services first reported a position in VGSH in Q4 2024 and held it in 2 quarters. The position peaked at $295K in Q4 2024. 1,047 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

Breakthru Advisory Services reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Breakthru Advisory Services sold 4,315 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $254K.
Breakthru Advisory Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and held it in 2 quarters.
Breakthru Advisory Services's Vanguard Short-Term Treasury ETF position peaked at $295K in Q4 2024.
1,047 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Breakthru Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.