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

Circle 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
2026 Q1	$2.58M	Hold	44,109	–	–	0.04%	73
2025 Q4	$2.59M	Buy	44,109 +5,090	+13%	+$299K	0.04%	73
2025 Q3	$2.3M	Hold	39,019	–	–	0.04%	74
2025 Q2	$2.29M	Buy	39,019 +11,360	+41%	+$665K	0.05%	72
2025 Q1	$1.62M	Buy	27,659 +5,238	+23%	+$306K	0.04%	85
2024 Q4	$1.3M	Hold	22,421	–	–	0.03%	95
2024 Q3	$1.32M	Buy	22,421 +14,831	+195%	+$869K	0.03%	99
2024 Q2	$440K	Buy	+7,590	New	+$439K	0.01%	170

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

Circle Wealth Management's VGSH Position: Q1 2026 in Review

Circle Wealth Management held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q1 2026 at 44,109 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #73.

Circle Wealth Management first reported a position in VGSH in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.59M in Q4 2025. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Circle Wealth Management held 44,109 shares of Vanguard Short-Term Treasury ETF worth $2.58M as of Q1 2026.
Circle Wealth Management left its Vanguard Short-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Short-Term Treasury ETF made up 0.04% of Circle Wealth Management's portfolio in Q1 2026, its #73 holding.
Circle Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
Circle Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $2.59M in Q4 2025.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

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