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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
JP Morgan Chase New York $1.47T 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return