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Edge Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Edge Financial Advisors’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
Q4 		$6.24M Buy
106,196
+11,324
+12% +$666K 2.62% 10
2025
Q3 		$5.58M Buy
94,872
+67,797
+250% +$3.98M 2.5% 10
2025
Q2 		$1.58M Buy
+27,075
New +$1.59M 0.83% 23

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edge Financial Advisors's VGSH Position: Q4 2025 in Review

Edge Financial Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 12% in Q4 2025, buying an estimated $666K and bringing the position to 106,196 shares worth $6.24M. The position accounts for 2.62% of the portfolio, ranked #10.

Edge Financial Advisors first reported a position in VGSH in Q2 2025 and has held it in 3 quarters since. 1,045 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

  • Edge Financial Advisors held 106,196 shares of Vanguard Short-Term Treasury ETF worth $6.24M as of Q4 2025.
  • Edge Financial Advisors bought 11,324 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $666K.
  • Vanguard Short-Term Treasury ETF made up 2.62% of Edge Financial Advisors's portfolio in Q4 2025, its #10 holding.
  • Edge Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.