Concurrent Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Concurrent Investment 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	$13.3M	Sell	226,604 -70,741	-24%	-$4.15M	0.14%	155
2025 Q4	$17.5M	Sell	297,345 -1,590	-0.5%	-$93.5K	0.2%	109
2025 Q3	$17.6M	Buy	298,935 +8,042	+3%	+$472K	0.3%	67
2025 Q2	$17.1M	Buy	290,893 +284,875	+4,734%	+$16.7M	0.33%	61
2025 Q1	$353K	Buy	6,018 +1,556	+35%	+$90.8K	0.01%	853
2024 Q4	$260K	Sell	4,462 -235	-5%	-$13.7K	0.01%	884
2024 Q3	$277K	Sell	4,697 -553	-11%	-$32.4K	0.01%	810
2024 Q2	$304K	Sell	5,250 -1,073	-17%	-$62K	0.01%	731
2024 Q1	$367K	Sell	6,323 -944	-13%	-$54.9K	0.01%	619
2023 Q4	$424K	Buy	+7,267	New	+$420K	0.02%	534

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

Concurrent Investment Advisors's VGSH Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 24% in Q1 2026, selling an estimated $4.15M and leaving 226,604 shares worth $13.3M. The position accounts for 0.14% of the portfolio, ranked #155.

Concurrent Investment Advisors first reported a position in VGSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.6M in Q3 2025. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Concurrent Investment Advisors held 226,604 shares of Vanguard Short-Term Treasury ETF worth $13.3M as of Q1 2026.
Concurrent Investment Advisors sold 70,741 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $4.15M.
Vanguard Short-Term Treasury ETF made up 0.14% of Concurrent Investment Advisors's portfolio in Q1 2026, its #155 holding.
Concurrent Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $17.6M in Q3 2025.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.