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GVAG
Great Valley Advisor Group’s
Vanguard Short-Term Treasury ETF
VGSH
Stock Holding History
Great Valley Advisor Group’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
$1.22M
Buy
20,795
+8,748
+73%
+$514K
0.02%
474
2025
Q4
$708K
Sell
12,047
-5,364
-31%
-$315K
0.01%
549
2025
Q3
$1.02M
Sell
17,411
-330
-2%
-$19.4K
0.02%
470
2025
Q2
$1.04M
Sell
17,741
-964
-5%
-$56.5K
0.02%
452
2025
Q1
$1.1M
Sell
18,705
-1,228
-6%
-$71.7K
0.02%
436
2024
Q4
$1.16M
Sell
19,933
-174
-0.9%
-$10.2K
0.03%
410
2024
Q3
$1.19M
Buy
20,107
+1,280
+7%
+$75K
0.03%
398
2024
Q2
$1.09M
Sell
18,827
-3,978
-17%
-$230K
0.03%
370
2024
Q1
$1.32M
Sell
22,805
-22,789
-50%
-$1.33M
0.04%
324
2023
Q4
$2.66M
Buy
45,594
+9,946
+28%
+$575K
0.09%
203
2023
Q3
$2.05M
Buy
35,648
+10,395
+41%
+$599K
0.09%
219
2023
Q2
$1.46M
Buy
25,253
+3,876
+18%
+$226K
0.06%
258
2023
Q1
$1.25M
Buy
21,377
+2,129
+11%
+$124K
0.06%
275
2022
Q4
$1.11M
Buy
19,248
+12,927
+205%
+$747K
0.06%
314
2022
Q3
$365K
Sell
6,321
-94
-1%
-$5.5K
0.02%
490
2022
Q2
$378K
Buy
+6,415
New
+$378K
0.02%
494
Other funds holding VGSH
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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
San Francisco, California
$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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