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

Cascade 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
2026 Q1	$15M	Sell	256,473 -9,042	-3%	-$531K	6.57%	2
2025 Q4	$15.6M	Sell	265,515 -18,367	-6%	-$1.08M	7.2%	2
2025 Q3	$16.7M	Buy	283,882 +98,047	+53%	+$5.75M	8.21%	2
2025 Q2	$10.9M	Sell	185,835 -30,554	-14%	-$1.79M	6.16%	5
2025 Q1	$12.7M	Buy	216,389 +26,829	+14%	+$1.57M	8.77%	2
2024 Q4	$11M	Buy	189,560 +24,706	+15%	+$1.44M	7.46%	3
2024 Q3	$9.73M	Buy	164,854 +17,403	+12%	+$1.02M	6.95%	3
2024 Q2	$8.59M	Buy	147,451 +72,479	+97%	+$4.19M	6.35%	5
2024 Q1	$4.33M	Buy	+74,972	New	+$4.36M	3.67%	10

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cascade Wealth Advisors's VGSH Position: Q1 2026 in Review

Cascade Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.4% in Q1 2026, selling an estimated $531K and leaving 256,473 shares worth $15M. The position accounts for 6.57% of the portfolio, ranked #2.

Cascade Wealth Advisors first reported a position in VGSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.7M in Q3 2025. 1,053 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Cascade Wealth Advisors held 256,473 shares of Vanguard Short-Term Treasury ETF worth $15M as of Q1 2026.
Cascade Wealth Advisors sold 9,042 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $531K.
Vanguard Short-Term Treasury ETF made up 6.57% of Cascade Wealth Advisors's portfolio in Q1 2026, its #2 holding.
Cascade Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $16.7M in Q3 2025.
1,053 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.