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Forefront Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Forefront Wealth Partners’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
Q4 		– Sell
-156,787
Closed -$9.23M – 195
2025
Q3 		$9.23M Buy
+156,787
New +$9.2M 2.32% 10

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Forefront Wealth Partners's VGSH Position: Q4 2025 in Review

Forefront Wealth Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025, closing a stake of 156,787 shares — an estimated $9.23M sold.

Forefront Wealth Partners first reported a position in VGSH in Q3 2025 and held it in 1 quarter. The position peaked at $9.23M in Q3 2025. 1,039 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

  • Forefront Wealth Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 156,787 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $9.23M.
  • Forefront Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $9.23M in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.