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

Fiduciary 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
2025
Q2 		– Sell
-4,365
Closed -$256K – 320
2025
Q1 		$256K Buy
+4,365
New +$255K 0.06% 226

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Fiduciary Financial Group's VGSH Position: Q2 2025 in Review

Fiduciary Financial Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 4,365 shares — an estimated $256K sold.

Fiduciary Financial Group first reported a position in VGSH in Q1 2025 and held it in 1 quarter. The position peaked at $256K in Q1 2025. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

  • Fiduciary Financial Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 4,365 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $256K.
  • Fiduciary Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Fiduciary Financial Group's Vanguard Short-Term Treasury ETF position peaked at $256K in Q1 2025.
  • 943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Fiduciary Financial Group's 13F filing for Q2 2025, filed 3 Jul 2025.