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

GeoWealth 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 		$4.43M Buy
75,630
+33,858
+81% +$1.99M 0.16% 83
2025
Q4 		$2.45M Buy
41,772
+21,272
+104% +$1.25M 0.09% 139
2025
Q3 		$1.21M Buy
20,500
+15,519
+312% +$910K 0.04% 261
2025
Q2 		$293K Buy
4,981
+2,139
+75% +$125K 0.01% 548
2025
Q1 		$167K Sell
2,842
-1,072
-27% -$62.6K 0.01% 699
2024
Q4 		$228K Sell
3,914
-407
-9% -$23.8K 0.01% 714
2024
Q3 		$255K Buy
4,321
+80
+2% +$4.69K 0.01% 645
2024
Q2 		$246K Sell
4,241
-71
-2% -$4.1K 0.01% 631
2024
Q1 		$250K Buy
+4,312
New +$251K 0.01% 616
2023
Q4 		– Sell
-140,148
Closed -$8.07M – 727
2023
Q3 		$8.07M Sell
140,148
-245,163
-64% -$14.1M 0.92% 25
2023
Q2 		$22.2M Sell
385,311
-56,868
-13% -$3.31M 2.4% 5
2023
Q1 		$25.9M Buy
442,179
+437,884
+10,195% +$25.4M 3.03% 5
2022
Q4 		$248K Buy
4,295
+12
+0.3% +$693 0.03% 220
2022
Q3 		$248K Sell
4,283
-1,914
-31% -$112K 0.03% 217
2022
Q2 		$365K Buy
6,197
+2,633
+74% +$155K 0.05% 194
2022
Q1 		$212K Buy
3,564
+806
+29% +$48.4K 0.02% 294
2021
Q4 		$167K Buy
2,758
+860
+45% +$52.6K 0.01% 277
2021
Q3 		$116K Sell
1,898
-6,807
-78% -$418K 0.01% 316
2021
Q2 		$534K Sell
8,705
-3,159
-27% -$194K 0.07% 138
2021
Q1 		$729K Sell
11,864
-4,004
-25% -$247K 0.11% 99
2020
Q4 		$980K Sell
15,868
-70,838
-82% -$4.39M 0.16% 108
2020
Q3 		$5.34M Buy
86,706
+81,176
+1,468% +$5.04M 1.61% 15
2020
Q2 		$343K Buy
+5,530
New +$344K 0.14% 115
2019
Q4 		– Sell
-6,179
Closed -$376K – 216
2019
Q3 		$376K Buy
+6,179
New +$376K 0.08% 126

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
Goldman Sachs
Goldman Sachs New York $871B 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 $666B 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 $530B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GeoWealth Management's VGSH Position: Q1 2026 in Review

GeoWealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 81% in Q1 2026, buying an estimated $1.99M and bringing the position to 75,630 shares worth $4.43M. The position accounts for 0.16% of the portfolio, ranked #83.

GeoWealth Management first reported a position in VGSH in Q3 2019 and has held it in 24 quarters since. The position peaked at $25.9M in Q1 2023. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

  • GeoWealth Management held 75,630 shares of Vanguard Short-Term Treasury ETF worth $4.43M as of Q1 2026.
  • GeoWealth Management bought 33,858 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $1.99M.
  • Vanguard Short-Term Treasury ETF made up 0.16% of GeoWealth Management's portfolio in Q1 2026, its #83 holding.
  • GeoWealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2019 and has held it in 24 quarters since.
  • GeoWealth Management's Vanguard Short-Term Treasury ETF position peaked at $25.9M in Q1 2023.
  • 1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.