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

FLP Wealth 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
2026 Q1	–	Sell	-8,869	Closed	-$521K	–	72
2025 Q4	$521K	Buy	8,869 +966	+12%	+$56.8K	1.23%	23
2025 Q3	$465K	Buy	7,903 +197	+3%	+$11.6K	1.31%	23
2025 Q2	$453K	Sell	7,706 -1,119	-13%	-$65.5K	1.27%	23
2025 Q1	$518K	Buy	8,825 +137	+2%	+$8K	1.65%	19
2024 Q4	$505K	Buy	+8,688	New	+$507K	1.29%	21

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

FLP Wealth Management's VGSH Position: Q1 2026 in Review

FLP Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 8,869 shares — an estimated $521K sold.

FLP Wealth Management first reported a position in VGSH in Q4 2024 and held it in 5 quarters. The position peaked at $521K in Q4 2025. 1,062 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

FLP Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
FLP Wealth Management sold 8,869 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $521K.
FLP Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and held it in 5 quarters.
FLP Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $521K in Q4 2025.
1,062 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.