Essex Financial Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Essex Financial 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	$366K	Hold	6,254	–	–	0.02%	551
2025 Q4	$367K	Sell	6,254 -1,285	-17%	-$75.5K	0.02%	541
2025 Q3	$444K	Buy	7,539 +181	+2%	+$10.6K	0.03%	454
2025 Q2	$433K	Sell	7,358 -325	-4%	-$19K	0.03%	441
2025 Q1	$451K	Sell	7,683 -50	-0.6%	-$2.92K	0.03%	405
2024 Q4	$450K	Buy	7,733 +2,807	+57%	+$164K	0.03%	400
2024 Q3	$288K	Sell	4,926 -300	-6%	-$17.6K	0.02%	507
2024 Q2	$306K	Buy	5,226 +790	+18%	+$45.6K	0.02%	468
2024 Q1	$258K	Sell	4,436 -855	-16%	-$49.7K	0.02%	452
2023 Q4	$309K	Buy	+5,291	New	+$306K	0.03%	391
2019 Q1	–	Sell	-4,607	Closed	-$277K	–	258
2018 Q4	$277K	Buy	+4,607	New	+$275K	0.08%	188

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Essex Financial Services's VGSH Position: Q1 2026 in Review

Essex Financial Services held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q1 2026 at 6,254 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #551.

Essex Financial Services first reported a position in VGSH in Q4 2018 and has held it in 11 quarters since. The position peaked at $451K in Q1 2025. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Essex Financial Services held 6,254 shares of Vanguard Short-Term Treasury ETF worth $366K as of Q1 2026.
Essex Financial Services left its Vanguard Short-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Short-Term Treasury ETF made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #551 holding.
Essex Financial Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and has held it in 11 quarters since.
Essex Financial Services's Vanguard Short-Term Treasury ETF position peaked at $451K in Q1 2025.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.