Estate Counselors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Estate Counselors’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	$1.12M	Sell	19,145 -128,387	-87%	-$7.54M	0.1%	63
2025 Q4	$8.66M	Buy	147,532 +24,505	+20%	+$1.44M	0.73%	21
2025 Q3	$7.24M	Buy	123,027 +19,255	+19%	+$1.13M	0.62%	22
2025 Q2	$6.1M	Buy	103,772 +74,927	+260%	+$4.39M	0.6%	22
2025 Q1	$1.69M	Sell	28,845 -12,104	-30%	-$706K	0.18%	57
2024 Q4	$2.38M	Sell	40,949 -520	-1%	-$30.3K	0.25%	47
2024 Q3	$2.45M	Buy	41,469 +441	+1%	+$25.8K	0.25%	35
2024 Q2	$2.38M	Buy	41,028 +668	+2%	+$38.6K	0.26%	35
2024 Q1	$2.34M	Sell	40,360 -1,049,020	-96%	-$61M	0.27%	38
2023 Q4	$63.5M	Buy	1,089,380 +621,340	+133%	+$35.9M	7.85%	2
2023 Q3	$27M	Buy	+468,040	New	+$27M	3.59%	6
2023 Q2	–	Sell	-377,795	Closed	-$22.1M	–	135
2023 Q1	$22.1M	Sell	377,795 -14,130	-4%	-$820K	2.92%	8
2022 Q4	$22.7M	Sell	391,925 -115,585	-23%	-$6.68M	3.17%	6
2022 Q3	$29.3M	Buy	507,510 +96,200	+23%	+$5.63M	4.54%	4
2022 Q2	$24.2M	Buy	411,310 +117,580	+40%	+$6.94M	3.6%	4
2022 Q1	$17.4M	Buy	293,730 +269,815	+1,128%	+$16.2M	2.26%	13
2021 Q4	$1.45M	Sell	23,915 -1,140	-5%	-$69.7K	0.18%	67
2021 Q3	$1.54M	Sell	25,055 -7,555	-23%	-$464K	0.19%	63
2021 Q2	$2M	Sell	32,610 -133,950	-80%	-$8.24M	0.26%	56
2021 Q1	$10.2M	Sell	166,560 -7,185	-4%	-$442K	1.5%	25
2020 Q4	$10.7M	Sell	173,745 -6,540	-4%	-$405K	1.61%	19
2020 Q3	$11.2M	Sell	180,285 -116,480	-39%	-$7.24M	1.74%	15
2020 Q2	$18.5M	Buy	296,765 +258,415	+674%	+$16.1M	2.95%	7
2020 Q1	$2.39M	Hold	38,350	–	–	0.39%	54
2019 Q4	$2.33M	Buy	+38,350	New	+$2.33M	0.34%	63
2016 Q3	–	Sell	-22,400	Closed	-$1.38M	–	59
2016 Q2	$1.38M	Sell	22,400 -45,500	-67%	-$2.78M	0.55%	40
2016 Q1	$4.16M	Buy	+67,900	New	+$4.15M	1.83%	23

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

Estate Counselors's VGSH Position: Q1 2026 in Review

Estate Counselors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 87% in Q1 2026, selling an estimated $7.54M and leaving 19,145 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #63.

Estate Counselors first reported a position in VGSH in Q1 2016 and has held it in 27 quarters since. The position peaked at $63.5M in Q4 2023. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Estate Counselors held 19,145 shares of Vanguard Short-Term Treasury ETF worth $1.12M as of Q1 2026.
Estate Counselors sold 128,387 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $7.54M.
Vanguard Short-Term Treasury ETF made up 0.1% of Estate Counselors's portfolio in Q1 2026, its #63 holding.
Estate Counselors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2016 and has held it in 27 quarters since.
Estate Counselors's Vanguard Short-Term Treasury ETF position peaked at $63.5M in Q4 2023.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.