EFP
VGSH icon

Envision Financial Planning’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Envision Financial Planning’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
Q3 		– Sell
-3,470
Closed -$204K – 48
2025
Q2 		$204K Sell
3,470
-294
-8% -$17.2K 0.1% 47
2025
Q1 		$221K Sell
3,764
-11,489
-75% -$671K 0.11% 39
2024
Q4 		$887K Sell
15,253
-3,102
-17% -$181K 0.46% 27
2024
Q3 		$1.08M Buy
+18,355
New +$1.08M 0.57% 23

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Envision Financial Planning's VGSH Position: Q3 2025 in Review

Envision Financial Planning sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 3,470 shares — an estimated $204K sold.

Envision Financial Planning first reported a position in VGSH in Q3 2024 and held it in 4 quarters. The position peaked at $1.08M in Q3 2024. 936 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

  • Envision Financial Planning reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Envision Financial Planning sold 3,470 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $204K.
  • Envision Financial Planning first reported a position in Vanguard Short-Term Treasury ETF in Q3 2024 and held it in 4 quarters.
  • Envision Financial Planning's Vanguard Short-Term Treasury ETF position peaked at $1.08M in Q3 2024.
  • 936 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Envision Financial Planning's 13F filing for Q3 2025, filed 14 Nov 2025.