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

Congress 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
2025 Q2	$7.62M	Buy	129,567 +111,771	+628%	+$6.55M	0.07%	303
2025 Q1	$1.04M	Buy	17,796 +6,392	+56%	+$373K	0.01%	624
2024 Q4	$664K	Sell	11,404 -584	-5%	-$34.1K	0.01%	582
2024 Q3	$708K	Sell	11,988 -498	-4%	-$29.2K	0.01%	579
2024 Q2	$724K	Buy	12,486 +70	+0.6%	+$4.04K	0.01%	476
2024 Q1	$721K	Buy	12,416 +47	+0.4%	+$2.73K	0.01%	405
2023 Q4	$722K	Sell	12,369 -3,057	-20%	-$177K	0.01%	420
2023 Q3	$889K	Buy	+15,426	New	+$889K	0.02%	391

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OWM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Congress Wealth Management's VGSH Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 628% in Q2 2025, buying an estimated $6.55M and bringing the position to 129,567 shares worth $7.62M. The position accounts for 0.07% of the portfolio, ranked #303.

Congress Wealth Management first reported a position in VGSH in Q3 2023 and has held it in 8 quarters since. 945 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

Congress Wealth Management held 129,567 shares of Vanguard Short-Term Treasury ETF worth $7.62M as of Q2 2025.
Congress Wealth Management bought 111,771 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $6.55M.
Vanguard Short-Term Treasury ETF made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #303 holding.
Congress Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 8 quarters since.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.