Family Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Family 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
2025 Q1	–	Sell	-672	Closed	-$39.1K	–	239
2024 Q4	$39.1K	Hold	672	–	–	0.01%	177
2024 Q3	$39.7K	Buy	672 +512	+320%	+$30K	0.01%	174
2024 Q2	$9.28K	Hold	160	–	–	﹤0.01%	172
2024 Q1	$9.29K	Hold	160	–	–	﹤0.01%	173
2023 Q4	$9.33K	Sell	160 -48	-23%	-$2.77K	﹤0.01%	161
2023 Q3	$12K	Hold	208	–	–	﹤0.01%	150
2023 Q2	$12K	Sell	208 -50	-19%	-$2.91K	﹤0.01%	157
2023 Q1	$15.1K	Hold	258	–	–	﹤0.01%	144
2022 Q4	$14.9K	Sell	258 -15,151	-98%	-$875K	﹤0.01%	162
2022 Q3	$890K	Buy	15,409 +3,700	+32%	+$217K	0.23%	69
2022 Q2	$689K	Buy	+11,709	New	+$691K	0.19%	78

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

OWM

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Family Management's VGSH Position: Q1 2025 in Review

Family Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 672 shares — an estimated $39.1K sold.

Family Management first reported a position in VGSH in Q2 2022 and held it in 11 quarters. The position peaked at $890K in Q3 2022. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

Family Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Family Management sold 672 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $39.1K.
Family Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and held it in 11 quarters.
Family Management's Vanguard Short-Term Treasury ETF position peaked at $890K in Q3 2022.
930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Family Management's 13F filing for Q1 2025, filed 15 May 2025.