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

Freedom 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
Q3 		– Sell
-126,846
Closed -$7.46M – 693
2025
Q2 		$7.46M Sell
126,846
-1,220
-1% -$71.5K 0.6% 33
2025
Q1 		$7.52M Buy
128,066
+6,243
+5% +$364K 0.63% 30
2024
Q4 		$7.09M Buy
121,823
+2,722
+2% +$159K 0.59% 34
2024
Q3 		$7.03M Buy
119,101
+5,749
+5% +$337K 0.56% 34
2024
Q2 		$6.57M Buy
113,352
+92,224
+437% +$5.33M 0.54% 36
2024
Q1 		$1.23M Buy
21,128
+167
+0.8% +$9.71K 0.1% 197
2023
Q4 		$1.22M Buy
+20,961
New +$1.21M 0.1% 187
2022
Q4 		– Sell
-6,426
Closed -$371K – 789
2022
Q3 		$371K Sell
6,426
-1,341
-17% -$78.5K 0.04% 505
2022
Q2 		$457K Buy
7,767
+205
+3% +$12.1K 0.05% 484
2022
Q1 		$448K Buy
7,562
+188
+3% +$11.3K 0.04% 496
2021
Q4 		$449K Buy
7,374
+518
+8% +$31.7K 0.03% 555
2021
Q3 		$421K Buy
6,856
+358
+6% +$22K 0.03% 554
2021
Q2 		$399K Buy
6,498
+1,474
+29% +$90.7K 0.03% 609
2021
Q1 		$309K Buy
+5,024
New +$309K 0.02% 666

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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Freedom Investment Management's VGSH Position: Q3 2025 in Review

Freedom Investment Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 126,846 shares — an estimated $7.46M sold.

Freedom Investment Management first reported a position in VGSH in Q1 2021 and held it in 14 quarters. The position peaked at $7.52M in Q1 2025. 937 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

  • Freedom Investment Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 126,846 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $7.46M.
  • Freedom Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and held it in 14 quarters.
  • Freedom Investment Management's Vanguard Short-Term Treasury ETF position peaked at $7.52M in Q1 2025.
  • 937 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.