FGC
VGSH icon

Financial Gravity Companies’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Financial Gravity Companies’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 		$4.48M Buy
+76,269
New +$4.47M 0.88% 30
2024
Q4 		$3.91M Buy
67,173
+5,364
+9% +$313K 0.89% 26
2024
Q3 		$3.65M Buy
+61,809
New +$3.62M 0.98% 26

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

Financial Gravity Companies's VGSH Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025: 76,269 shares worth $4.48M. The stake represents 0.88% of the portfolio and ranks #30 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VGSH as recently as Q4 2024.

Financial Gravity Companies first reported a position in VGSH in Q3 2024 and has held it in 3 quarters since. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

  • Financial Gravity Companies held 76,269 shares of Vanguard Short-Term Treasury ETF worth $4.48M as of Q2 2025.
  • Vanguard Short-Term Treasury ETF was a new Financial Gravity Companies position in Q2 2025.
  • Vanguard Short-Term Treasury ETF made up 0.88% of Financial Gravity Companies's portfolio in Q2 2025, its #30 holding.
  • Financial Gravity Companies first reported a position in Vanguard Short-Term Treasury ETF in Q3 2024 and has held it in 3 quarters since.
  • 943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.