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

Connecticut 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	–	Sell	-4,555	Closed	-$267K	–	318
2025 Q1	$267K	Sell	4,555 -609,501	-99%	-$35.6M	0.01%	262
2024 Q4	$32.7M	Buy	614,056 +608,656	+11,271%	+$35.5M	1.61%	11
2024 Q3	$319K	Buy	5,400 +65	+1%	+$3.81K	0.02%	258
2024 Q2	$309K	Sell	5,335 -5,929	-53%	-$343K	0.02%	260
2024 Q1	$654K	Sell	11,264 -726	-6%	-$42.2K	0.03%	189
2023 Q4	$699K	Buy	11,990 +70	+0.6%	+$4.05K	0.04%	178
2023 Q3	$687K	Buy	11,920 +75	+0.6%	+$4.32K	0.05%	140
2023 Q2	$684K	Sell	11,845 -279	-2%	-$16.2K	0.05%	125
2023 Q1	$710K	Buy	+12,124	New	+$704K	0.05%	113

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

OWM

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

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

Connecticut Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 4,555 shares — an estimated $267K sold.

Connecticut Wealth Management first reported a position in VGSH in Q1 2023 and held it in 9 quarters. The position peaked at $32.7M in Q4 2024. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

Connecticut Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Connecticut Wealth Management sold 4,555 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $267K.
Connecticut Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 9 quarters.
Connecticut Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $32.7M in Q4 2024.
943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Connecticut Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.