CPA
VGSH icon

Clear Point Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Clear Point 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 		– Sell
-4,817
Closed -$283K – 138
2025
Q4 		$283K Buy
4,817
+15
+0.3% +$882 0.22% 108
2025
Q3 		$283K Buy
4,802
+40
+0.8% +$2.35K 0.22% 101
2025
Q2 		$280K Buy
4,762
+899
+23% +$52.7K 0.24% 96
2025
Q1 		$227K Buy
+3,863
New +$225K 0.2% 101
2024
Q4 		– Sell
-3,316
Closed -$196K – 511
2024
Q3 		$196K Buy
+3,316
New +$194K 0.15% 106
2024
Q2 		– Sell
-3,760
Closed -$218K – 593
2024
Q1 		$218K Buy
3,760
+20
+0.5% +$1.16K 0.18% 102
2023
Q4 		$218K Buy
+3,740
New +$216K 0.19% 94

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return