Elevation Capital Advisory’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Elevation Capital Advisory’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	–	Sell	-27,966	Closed	-$1.65M	–	83
2025 Q3	$1.65M	Buy	27,966 +527	+2%	+$30.9K	0.66%	39
2025 Q2	$1.61M	Buy	+27,439	New	+$1.61M	0.65%	38

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Elevation Capital Advisory's VGSH Position: Q4 2025 in Review

Elevation Capital Advisory sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025, closing a stake of 27,966 shares — an estimated $1.65M sold.

Elevation Capital Advisory first reported a position in VGSH in Q2 2025 and held it in 2 quarters. The position peaked at $1.65M in Q3 2025. 1,047 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

Elevation Capital Advisory reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Elevation Capital Advisory sold 27,966 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $1.65M.
Elevation Capital Advisory first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and held it in 2 quarters.
Elevation Capital Advisory's Vanguard Short-Term Treasury ETF position peaked at $1.65M in Q3 2025.
1,047 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Elevation Capital Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.