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GJIA
Glass Jacobson Investment Advisors’s
Vanguard Short-Term Treasury ETF
VGSH
Stock Holding History
Glass Jacobson Investment Advisors’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
$2.35M
Sell
40,096
-321
-0.8%
-$18.8K
0.81%
40
2025
Q4
$2.37M
Sell
40,417
-3,523
-8%
-$207K
0.85%
42
2025
Q3
$2.59M
Buy
43,940
+609
+1%
+$35.7K
0.94%
36
2025
Q2
$2.55M
Buy
43,331
+1,273
+3%
+$74.6K
0.98%
31
2025
Q1
$2.45M
Hold
42,058
–
–
0.8%
35
2024
Q4
$2.45M
Buy
42,058
+2,550
+6%
+$149K
0.8%
35
2024
Q3
$2.33M
Buy
39,508
+1,733
+5%
+$102K
0.77%
37
2024
Q2
$2.19M
Buy
37,775
+2,695
+8%
+$156K
0.8%
34
2024
Q1
$2.04M
Buy
35,080
+2,375
+7%
+$138K
0.77%
36
2023
Q4
$1.91M
Buy
32,705
+7,632
+30%
+$441K
0.78%
32
2023
Q3
$1.44M
Buy
25,073
+3,148
+14%
+$181K
0.66%
45
2023
Q2
$1.27M
Buy
+21,925
New
+$1.28M
0.58%
49
2022
Q4
$887K
Buy
+15,337
New
+$886K
0.44%
64
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1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
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$64B AUM
22.64%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
OWM
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$5.27B AUM
16.18%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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