Bright Futures Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bright Futures Wealth 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	$310K	Sell	5,284 -492	-9%	-$28.7K	0.34%	84
2024 Q4	$337K	Sell	5,776 -2,214	-28%	-$129K	0.3%	85
2024 Q3	$467K	Buy	7,990 +1,211	+18%	+$70.9K	0.23%	121
2024 Q2	$398K	Sell	6,779 -2,603	-28%	-$150K	0.22%	127
2024 Q1	$544K	Buy	+9,382	New	+$546K	0.29%	97

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

Bright Futures Wealth Management's VGSH Position: Q1 2025 in Review

Bright Futures Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 8.5% in Q1 2025, selling an estimated $28.7K and leaving 5,284 shares worth $310K. The position accounts for 0.34% of the portfolio, ranked #84.

Bright Futures Wealth Management first reported a position in VGSH in Q1 2024 and has held it in 5 quarters since. The position peaked at $544K in Q1 2024. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

Bright Futures Wealth Management held 5,284 shares of Vanguard Short-Term Treasury ETF worth $310K as of Q1 2025.
Bright Futures Wealth Management sold 492 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $28.7K.
Vanguard Short-Term Treasury ETF made up 0.34% of Bright Futures Wealth Management's portfolio in Q1 2025, its #84 holding.
Bright Futures Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and has held it in 5 quarters since.
Bright Futures Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $544K in Q1 2024.
930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Bright Futures Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.