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Gerber Kawasaki Wealth & Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Gerber Kawasaki Wealth & 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
-3,697
Closed -$217K – 340
2025
Q2 		$217K Buy
3,697
+32
+0.9% +$1.87K 0.01% 289
2025
Q1 		$215K Buy
3,665
+23
+0.6% +$1.34K 0.01% 281
2024
Q4 		$212K Buy
+3,642
New +$213K 0.01% 271

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 $3.37T AUM 44.26% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VGSH Position: Q3 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 3,697 shares — an estimated $217K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VGSH in Q4 2024 and held it in 3 quarters. The position peaked at $217K in Q2 2025. 937 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 3,697 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $217K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard Short-Term Treasury ETF position peaked at $217K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.