Essex Savings Bank’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Essex Savings Bank’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	-3,886	Closed	-$229K	–	327
2025 Q3	$229K	Sell	3,886 -12,291	-76%	-$721K	0.05%	280
2025 Q2	$951K	Buy	16,177 +1,245	+8%	+$72.9K	0.23%	91
2025 Q1	$876K	Sell	14,932 -116	-0.8%	-$6.77K	0.22%	100
2024 Q4	$875K	Sell	15,048 -463	-3%	-$27K	0.22%	93
2024 Q3	$915K	Buy	15,511 +1,081	+7%	+$63.3K	0.23%	96
2024 Q2	$837K	Buy	14,430 +2,130	+17%	+$123K	0.23%	96
2024 Q1	$717K	Hold	12,300	–	–	0.21%	107
2023 Q4	$717K	Buy	12,300 +8,075	+191%	+$467K	0.21%	107
2023 Q3	$243K	Sell	4,225 -118	-3%	-$6.8K	0.08%	198
2023 Q2	$251K	Hold	4,343	–	–	0.08%	199
2023 Q1	$254K	Buy	4,343 +165	+4%	+$9.58K	0.09%	191
2022 Q4	$242K	Buy	+4,178	New	+$241K	0.09%	198

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

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

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

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Essex Savings Bank's VGSH Position: Q4 2025 in Review

Essex Savings Bank sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025, closing a stake of 3,886 shares — an estimated $229K sold.

Essex Savings Bank first reported a position in VGSH in Q4 2022 and held it in 12 quarters. The position peaked at $951K in Q2 2025. 1,041 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

Essex Savings Bank reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Essex Savings Bank sold 3,886 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $229K.
Essex Savings Bank first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 12 quarters.
Essex Savings Bank's Vanguard Short-Term Treasury ETF position peaked at $951K in Q2 2025.
1,041 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Essex Savings Bank's 13F filing for Q4 2025, filed 2 Feb 2026.