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

Evelyn Partners Asset 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	$84.5K	Hold	1,444	–	–	0.02%	143
2025 Q4	$84.8K	Hold	1,444	–	–	0.02%	133
2025 Q3	$85K	Hold	1,444	–	–	0.02%	127
2025 Q2	$84.9K	Hold	1,444	–	–	0.02%	115
2025 Q1	$84.7K	Hold	1,444	–	–	0.02%	116
2024 Q4	$84K	Buy	+1,444	New	+$84.3K	0.02%	115

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

Evelyn Partners Asset Management's VGSH Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q1 2026 at 1,444 shares worth $84.5K. The position accounts for 0.02% of the portfolio, ranked #143.

Evelyn Partners Asset Management first reported a position in VGSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $85K in Q3 2025. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Evelyn Partners Asset Management held 1,444 shares of Vanguard Short-Term Treasury ETF worth $84.5K as of Q1 2026.
Evelyn Partners Asset Management left its Vanguard Short-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Short-Term Treasury ETF made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #143 holding.
Evelyn Partners Asset Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Vanguard Short-Term Treasury ETF position peaked at $85K in Q3 2025.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.