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Guardian Wealth Management (Illinois)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		– Sell
-1,250
Closed -$73.4K – 202
2025
Q1 		$73.4K Sell
1,250
-142
-10% -$8.29K 0.05% 91
2024
Q4 		$81K Buy
1,392
+3
+0.2% +$175 0.06% 96
2024
Q3 		$82K Sell
1,389
-242
-15% -$14.2K 0.06% 97
2024
Q2 		$94.6K Sell
1,631
-154
-9% -$8.9K 0.07% 85
2024
Q1 		$104K Sell
1,785
-251
-12% -$14.6K 0.08% 85
2023
Q4 		$119K Sell
2,036
-125
-6% -$7.22K 0.1% 79
2023
Q3 		$124K Buy
2,161
+78
+4% +$4.5K 0.12% 77
2023
Q2 		$120K Sell
2,083
-16
-0.8% -$932 0.11% 76
2023
Q1 		$123K Buy
2,099
+355
+20% +$20.6K 0.12% 80
2022
Q4 		$101K Buy
+1,744
New +$101K 0.1% 90

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s VGSH Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 1,250 shares — an estimated $73.4K sold.

Guardian Wealth Management (Illinois) first reported a position in VGSH in Q4 2022 and held it in 10 quarters. The position peaked at $124K in Q3 2023. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,250 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $73.4K.
  • Guardian Wealth Management (Illinois) first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 10 quarters.
  • Guardian Wealth Management (Illinois)'s Vanguard Short-Term Treasury ETF position peaked at $124K in Q3 2023.
  • 943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.