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

Cordatus 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	$4.28M	Buy	+73,041	New	+$4.29M	1.02%	27
2023 Q3	–	Sell	-3,920	Closed	-$226K	–	144
2023 Q2	$226K	Hold	3,920	–	–	0.09%	143
2023 Q1	$229K	Hold	3,920	–	–	0.29%	55
2022 Q4	$227K	Buy	+3,920	New	+$226K	0.33%	50
2022 Q3	–	Sell	-3,920	Closed	-$231K	–	140
2022 Q2	$231K	Sell	3,920 -23,143	-86%	-$1.37M	0.11%	133
2022 Q1	$1.6M	Sell	27,063 -28,450	-51%	-$1.71M	0.56%	74
2021 Q4	$3.38M	Buy	55,513 +4,018	+8%	+$246K	0.99%	25
2021 Q3	$3.16M	Buy	+51,495	New	+$3.17M	2.43%	12
2021 Q1	$2.86M	Buy	46,492 +9,359	+25%	+$576K	1.1%	19
2020 Q4	$2.29M	Buy	37,133 +14,476	+64%	+$897K	0.97%	34
2020 Q3	$1.41M	Buy	22,657 +4,646	+26%	+$289K	0.68%	57
2020 Q2	$1.12M	Sell	18,011 -37,278	-67%	-$2.32M	0.62%	61
2020 Q1	$3.45M	Buy	+55,289	New	+$3.39M	2.48%	8
2019 Q3	–	Sell	-3,306	Closed	-$201K	–	137
2019 Q2	$201K	Hold	3,306	–	–	0.12%	114
2019 Q1	$200K	Sell	3,306 -34,997	-91%	-$2.11M	0.11%	122
2018 Q4	$2.3M	Buy	+38,303	New	+$2.29M	1.64%	13

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

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

Cordatus Wealth Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026: 73,041 shares worth $4.28M. The stake represents 1.02% of the portfolio and ranks #27 among its holdings. This is a return to the name: Cordatus Wealth Management previously reported a position in VGSH as recently as Q2 2023.

Cordatus Wealth Management first reported a position in VGSH in Q4 2018 and has held it in 16 quarters since. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Cordatus Wealth Management held 73,041 shares of Vanguard Short-Term Treasury ETF worth $4.28M as of Q1 2026.
Vanguard Short-Term Treasury ETF was a new Cordatus Wealth Management position in Q1 2026.
Vanguard Short-Term Treasury ETF made up 1.02% of Cordatus Wealth Management's portfolio in Q1 2026, its #27 holding.
Cordatus Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and has held it in 16 quarters since.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.