Financial Advocates Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Financial Advocates Investment 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 Q2	–	Sell	-14,280	Closed	-$838K	–	780
2025 Q1	$838K	Sell	14,280 -673	-5%	-$39.3K	0.06%	318
2024 Q4	$870K	Sell	14,953 -2,985	-17%	-$174K	0.05%	330
2024 Q3	$1.06M	Sell	17,938 -4,828	-21%	-$283K	0.06%	294
2024 Q2	$1.32M	Sell	22,766 -3,672	-14%	-$212K	0.08%	230
2024 Q1	$1.54M	Sell	26,438 -3,998	-13%	-$232K	0.09%	222
2023 Q4	$1.78M	Sell	30,436 -7,236	-19%	-$418K	0.12%	188
2023 Q3	$2.17M	Sell	37,672 -9,126	-20%	-$526K	0.16%	150
2023 Q2	$2.7M	Sell	46,798 -1,452	-3%	-$84.5K	0.19%	127
2023 Q1	$2.82M	Sell	48,250 -2,798	-5%	-$162K	0.2%	119
2022 Q4	$2.95M	Sell	51,048 -9,345	-15%	-$540K	0.22%	119
2022 Q3	$3.49M	Sell	60,393 -3,519	-6%	-$206K	0.29%	92
2022 Q2	$3.76M	Sell	63,912 -2,546	-4%	-$150K	0.31%	85
2022 Q1	$3.94M	Sell	66,458 -10,110	-13%	-$607K	0.26%	96
2021 Q4	$4.66M	Sell	76,568 -3,604	-4%	-$220K	0.29%	81
2021 Q3	$4.92M	Sell	80,172 -3,172	-4%	-$195K	0.33%	67
2021 Q2	$5.12M	Sell	83,344 -3,944	-5%	-$243K	0.34%	60
2021 Q1	$5.37M	Sell	87,288 -17,120	-16%	-$1.05M	0.38%	54
2020 Q4	$6.46M	Sell	104,408 -193,034	-65%	-$12M	0.44%	48
2020 Q3	$18.5M	Sell	297,442 -14,842	-5%	-$922K	1.58%	11
2020 Q2	$19.4M	Buy	312,284 +200,575	+180%	+$12.5M	1.84%	4
2020 Q1	$6.96M	Sell	111,709 -17,152	-13%	-$1.05M	0.99%	19
2019 Q4	$7.84M	Sell	128,861 -6,081	-5%	-$370K	0.83%	20
2019 Q3	$8.22M	Buy	134,942 +20,760	+18%	+$1.26M	0.94%	19
2019 Q2	$6.96M	Buy	114,182 +20,874	+22%	+$1.26M	0.81%	23
2019 Q1	$5.64M	Sell	93,308 -967	-1%	-$58.2K	0.7%	28
2018 Q4	$5.67M	Buy	94,275 +32,099	+52%	+$1.92M	0.77%	22
2018 Q3	$3.71M	Buy	62,176 +3,052	+5%	+$183K	0.41%	59
2018 Q2	$3.54M	Buy	59,124 +4,202	+8%	+$252K	0.43%	60
2018 Q1	$3.3M	Buy	+54,922	New	+$3.3M	0.43%	60

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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 $72.7B AUM 26.4% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Financial Advocates Investment Management's VGSH Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 14,280 shares — an estimated $838K sold.

Financial Advocates Investment Management first reported a position in VGSH in Q1 2018 and held it in 29 quarters. The position peaked at $19.4M in Q2 2020. 944 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

Financial Advocates Investment Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 14,280 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $838K.
Financial Advocates Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2018 and held it in 29 quarters.
Financial Advocates Investment Management's Vanguard Short-Term Treasury ETF position peaked at $19.4M in Q2 2020.
944 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.