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

Capital A 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
Q2 		– Sell
-1
Closed -$59 – 818
2025
Q1 		$59 Sell
1
-24
-96% -$1.4K ﹤0.01% 700
2024
Q4 		$1.46K Buy
+25
New +$1.46K ﹤0.01% 508

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

Capital A Wealth Management's VGSH Position: Q2 2025 in Review

Capital A Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 1 share — an estimated $59 sold.

Capital A Wealth Management first reported a position in VGSH in Q4 2024 and held it in 2 quarters. The position peaked at $1.46K in Q4 2024. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

  • Capital A Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 1 Vanguard Short-Term Treasury ETF share in Q2 2025, an estimated $59.
  • Capital A Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $1.46K in Q4 2024.
  • 943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.