Capital Group Private Client Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Capital Group Private Client 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	–	Sell	-17,255	Closed	-$1.01M	–	287
2025 Q1	$1.01M	Sell	17,255 -17,245	-50%	-$1.01M	0.01%	230
2024 Q4	$2.01M	Hold	34,500	–	–	0.02%	206
2024 Q3	$2.04M	Hold	34,500	–	–	0.02%	205
2024 Q2	$2M	Hold	34,500	–	–	0.02%	199
2024 Q1	$2M	Sell	34,500 -3,488	-9%	-$203K	0.02%	200
2023 Q4	$2.22M	Buy	37,988 +3	+0%	+$173	0.02%	191
2023 Q3	$2.19M	Buy	37,985 +34,500	+990%	+$1.99M	0.03%	178
2023 Q2	$201K	Sell	3,485 -13,792	-80%	-$803K	﹤0.01%	235
2023 Q1	$1.01M	Hold	17,277	–	–	0.01%	200
2022 Q4	$999K	Buy	+17,277	New	+$998K	0.01%	199

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

Capital Group Private Client Services's VGSH Position: Q2 2025 in Review

Capital Group Private Client Services sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 17,255 shares — an estimated $1.01M sold.

Capital Group Private Client Services first reported a position in VGSH in Q4 2022 and held it in 10 quarters. The position peaked at $2.22M in Q4 2023. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

Capital Group Private Client Services reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Capital Group Private Client Services sold 17,255 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $1.01M.
Capital Group Private Client Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 10 quarters.
Capital Group Private Client Services's Vanguard Short-Term Treasury ETF position peaked at $2.22M in Q4 2023.
943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Capital Group Private Client Services's 13F filing for Q2 2025, filed 13 Aug 2025.