FWG Investments’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

FWG Investments’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	-13,360	Closed	-$785K	–	124
2025 Q4	$785K	Sell	13,360 -532	-4%	-$31.3K	0.5%	55
2025 Q3	$818K	Sell	13,892 -1,751	-11%	-$103K	0.56%	51
2025 Q2	$920K	Sell	15,643 -1,679	-10%	-$98.3K	0.7%	45
2025 Q1	$1.02M	Sell	17,322 -14,969	-46%	-$874K	1.19%	30
2024 Q4	$1.88M	Buy	32,291 +1,812	+6%	+$106K	1.46%	16
2024 Q3	$1.8M	Sell	30,479 -8,336	-21%	-$488K	1.56%	15
2024 Q2	$2.25M	Buy	38,815 +1,471	+4%	+$85K	2.27%	8
2024 Q1	$2.17M	Buy	37,344 +20,865	+127%	+$1.21M	2.35%	8
2023 Q4	$961K	Buy	+16,479	New	+$953K	1.19%	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

FWG Investments's VGSH Position: Q1 2026 in Review

FWG Investments sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 13,360 shares — an estimated $785K sold.

FWG Investments first reported a position in VGSH in Q4 2023 and held it in 9 quarters. The position peaked at $2.25M in Q2 2024. 1,063 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

FWG Investments reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
FWG Investments sold 13,360 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $785K.
FWG Investments first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and held it in 9 quarters.
FWG Investments's Vanguard Short-Term Treasury ETF position peaked at $2.25M in Q2 2024.
1,063 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.