Corient Private Wealth
VGSH icon

Corient Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Corient Private Wealth’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 		$143M Sell
2,437,710
-2,030,278
-45% -$119M 0.2% 101
2025
Q4 		$262M Buy
4,467,988
+4,169,694
+1,398% +$245M 0.18% 116
2025
Q3 		$17.6M Sell
298,294
-1,176,896
-80% -$69M 0.03% 415
2025
Q2 		$86.7M Buy
1,475,190
+358,341
+32% +$21M 0.12% 173
2025
Q1 		$65.5M Buy
1,116,849
+820,448
+277% +$47.9M 0.11% 186
2024
Q4 		$17.2M Buy
296,401
+118,325
+66% +$6.91M 0.03% 417
2024
Q3 		$10.5M Sell
178,076
-46,591
-21% -$2.73M 0.02% 548
2024
Q2 		$13M Sell
224,667
-20,971
-9% -$1.21M 0.02% 467
2024
Q1 		$14.3M Sell
245,638
-11,218
-4% -$652K 0.03% 452
2023
Q4 		$15M Buy
256,856
+7,240
+3% +$418K 0.03% 444
2023
Q3 		$14.4M Buy
249,616
+113,659
+84% +$6.55M 0.03% 414
2023
Q2 		$7.85M Buy
135,957
+39,671
+41% +$2.31M 0.02% 517
2023
Q1 		$5.64M Buy
96,286
+57,302
+147% +$3.33M 0.02% 555
2022
Q4 		$2.25M Buy
+38,984
New +$2.25M 0.01% 672

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