EPM
VGSH icon

Elm Partners Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Elm Partners Management’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 		$68.2M Sell
1,165,925
-162,784
-12% -$9.56M 2.96% 10
2025
Q4 		$78M Buy
1,328,709
+488,675
+58% +$28.7M 3.54% 8
2025
Q3 		$49.4M Buy
840,034
+469,566
+127% +$27.5M 2.47% 12
2025
Q2 		$21.8M Buy
370,468
+82,415
+29% +$4.83M 1.26% 17
2025
Q1 		$16.9M Buy
288,053
+21,964
+8% +$1.28M 1.09% 16
2024
Q4 		$15.5M Buy
266,089
+214,741
+418% +$12.5M 1.06% 18
2024
Q3 		$3.03M Sell
51,348
-13,240
-20% -$775K 0.22% 27
2024
Q2 		$3.75M Sell
64,588
-152,055
-70% -$8.79M 0.29% 30
2024
Q1 		$12.6M Buy
216,643
+46,911
+28% +$2.73M 1% 21
2023
Q4 		$9.9M Sell
169,732
-159,134
-48% -$9.2M 0.9% 25
2023
Q3 		$18.9M Buy
328,866
+162,511
+98% +$9.37M 1.96% 12
2023
Q2 		$9.6M Sell
166,355
-327,445
-66% -$19.1M 0.97% 21
2023
Q1 		$28.9M Sell
493,800
-1,244,955
-72% -$72.3M 3.04% 11
2022
Q4 		$101M Buy
1,738,755
+348,883
+25% +$20.2M 11.63% 2
2022
Q3 		$80.3M Buy
1,389,872
+69,425
+5% +$4.06M 10.84% 2
2022
Q2 		$77.7M Buy
1,320,447
+235,308
+22% +$13.9M 10.13% 3
2022
Q1 		$64.3M Buy
1,085,139
+587,118
+118% +$35.3M 8.13% 5
2021
Q4 		$30.3M Buy
498,021
+425,851
+590% +$26M 3.73% 9
2021
Q3 		$4.43M Sell
72,170
-30,736
-30% -$1.89M 0.59% 21
2021
Q2 		$6.32M Sell
102,906
-17,343
-14% -$1.07M 0.83% 19
2021
Q1 		$7.4M Buy
120,249
+7,202
+6% +$443K 1.05% 19
2020
Q4 		$6.96M Buy
113,047
+19,847
+21% +$1.23M 1.04% 20
2020
Q3 		$5.79M Sell
93,200
-45,323
-33% -$2.82M 0.97% 23
2020
Q2 		$8.62M Sell
138,523
-182,928
-57% -$11.4M 1.54% 20
2020
Q1 		$20M Buy
+321,451
New +$19.7M 4.41% 9

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $871B 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 $666B 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 $530B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Elm Partners Management's VGSH Position: Q1 2026 in Review

Elm Partners Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 12% in Q1 2026, selling an estimated $9.56M and leaving 1,165,925 shares worth $68.2M. The position accounts for 2.96% of the portfolio, ranked #10.

Elm Partners Management first reported a position in VGSH in Q1 2020 and has held it in 25 quarters since. The position peaked at $101M in Q4 2022. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

  • Elm Partners Management held 1,165,925 shares of Vanguard Short-Term Treasury ETF worth $68.2M as of Q1 2026.
  • Elm Partners Management sold 162,784 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $9.56M.
  • Vanguard Short-Term Treasury ETF made up 2.96% of Elm Partners Management's portfolio in Q1 2026, its #10 holding.
  • Elm Partners Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 25 quarters since.
  • Elm Partners Management's Vanguard Short-Term Treasury ETF position peaked at $101M in Q4 2022.
  • 1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.