Greystone Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Greystone Financial 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	–	Sell	-15,544	Closed	-$913K	–	99
2025 Q4	$913K	Buy	15,544 +2,543	+20%	+$149K	0.14%	70
2025 Q3	$765K	Buy	+13,001	New	+$763K	0.12%	79
2021 Q4	–	Sell	-5,051	Closed	-$310K	–	96
2021 Q3	$310K	Sell	5,051 -35,066	-87%	-$2.16M	0.09%	83
2021 Q2	$2.46M	Sell	40,117 -6,530	-14%	-$402K	0.61%	49
2021 Q1	$2.87M	Buy	46,647 +7,880	+20%	+$485K	0.72%	46
2020 Q4	$2.39M	Buy	+38,767	New	+$2.4M	0.65%	47

Other funds holding VGSH

JP Morgan Chase New York $1.56T 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 $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Greystone Financial Group's VGSH Position: Q1 2026 in Review

Greystone Financial Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 15,544 shares — an estimated $913K sold.

Greystone Financial Group first reported a position in VGSH in Q4 2020 and held it in 6 quarters. The position peaked at $2.87M in Q1 2021. 1,053 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Greystone Financial Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Greystone Financial Group sold 15,544 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $913K.
Greystone Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and held it in 6 quarters.
Greystone Financial Group's Vanguard Short-Term Treasury ETF position peaked at $2.87M in Q1 2021.
1,053 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Greystone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.