Everhart Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Everhart Financial Group’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	–	Sell	-9,900	Closed	-$581K	–	486
2025 Q4	$581K	Sell	9,900 -11,235	-53%	-$660K	0.05%	239
2025 Q3	$1.24M	Sell	21,135 -12,471	-37%	-$732K	0.12%	109
2025 Q2	$1.98M	Sell	33,606 -24,401	-42%	-$1.43M	0.23%	56
2025 Q1	$3.4M	Buy	+58,007	New	+$3.39M	0.47%	34
2023 Q1	–	Sell	-132,665	Closed	-$7.67M	–	212
2022 Q4	$7.67M	Sell	132,665 -87,566	-40%	-$5.06M	3.85%	4
2022 Q3	$12.7M	Buy	+220,231	New	+$12.9M	7.04%	2

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Everhart Financial Group's VGSH Position: Q1 2026 in Review

Everhart Financial Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 9,900 shares — an estimated $581K sold.

Everhart Financial Group first reported a position in VGSH in Q3 2022 and held it in 6 quarters. The position peaked at $12.7M in Q3 2022. 1,062 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Everhart Financial Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Everhart Financial Group sold 9,900 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $581K.
Everhart Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and held it in 6 quarters.
Everhart Financial Group's Vanguard Short-Term Treasury ETF position peaked at $12.7M in Q3 2022.
1,062 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Everhart Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.