DAS
VGSH icon

Diversify Advisory Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Diversify Advisory Services’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 		– Sell
-7,056
Closed -$414K – 830
2025
Q4 		$414K Buy
7,056
+364
+5% +$21.4K 0.01% 664
2025
Q3 		$393K Sell
6,692
-8
-0.1% -$469 0.01% 634
2025
Q2 		$393K Buy
6,700
+852
+15% +$49.9K 0.02% 612
2025
Q1 		$344K Sell
5,848
-490
-8% -$28.6K 0.02% 454
2024
Q4 		$368K Sell
6,338
-471
-7% -$27.5K 0.02% 437
2024
Q3 		$399K Buy
6,809
+456
+7% +$26.7K 0.02% 419
2024
Q2 		$368K Buy
6,353
+1,551
+32% +$89.6K 0.02% 447
2024
Q1 		$277K Buy
+4,802
New +$279K 0.02% 548

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