CFO
VGSH icon

CVA Family Office’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

CVA Family Office’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 		$380K Buy
6,488
+13
+0.2% +$763 0.04% 213
2025
Q4 		$380K Sell
6,475
-12
-0.2% -$705 0.04% 204
2025
Q3 		$382K Sell
6,487
-83
-1% -$4.87K 0.05% 202
2025
Q2 		$386K Sell
6,570
-44
-0.7% -$2.58K 0.05% 196
2025
Q1 		$388K Buy
6,614
+3,821
+137% +$223K 0.06% 190
2024
Q4 		$162K Buy
2,793
+132
+5% +$7.7K 0.03% 300
2024
Q3 		$157K Buy
2,661
+1,545
+138% +$90.5K 0.03% 298
2024
Q2 		$64.7K Buy
1,116
+99
+10% +$5.72K 0.01% 441
2024
Q1 		$59.1K Buy
1,017
+911
+859% +$53K 0.01% 459
2023
Q4 		$6.18K Buy
+106
New +$6.13K ﹤0.01% 795

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