HB Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

HB Wealth 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
2026 Q1	$4.38M	Sell	74,747 -18,364	-20%	-$1.08M	0.03%	276
2025 Q4	$5.47M	Sell	93,111 -2,228	-2%	-$131K	0.04%	242
2025 Q3	$5.61M	Sell	95,339 -2,003	-2%	-$118K	0.04%	239
2025 Q2	$5.72M	Sell	97,342 -5,875	-6%	-$344K	0.05%	209
2025 Q1	$6.06M	Buy	103,217 +18,337	+22%	+$1.07M	0.05%	198
2024 Q4	$4.94M	Sell	84,880 -67,654	-44%	-$3.95M	0.05%	168
2024 Q3	$9M	Sell	152,534 -12,707	-8%	-$744K	0.1%	103
2024 Q2	$9.58M	Sell	165,241 -37,055	-18%	-$2.14M	0.11%	89
2024 Q1	$11.7M	Sell	202,296 -144,044	-42%	-$8.38M	0.15%	73
2023 Q4	$18.7M	Sell	346,340 -2,466,955	-88%	-$143M	0.27%	42
2023 Q3	$161M	Sell	2,813,295 -172,794	-6%	-$9.96M	2.59%	8
2023 Q2	$171M	Buy	2,986,089 +158,492	+6%	+$9.23M	2.73%	8
2023 Q1	$162M	Buy	2,827,597 +225,357	+9%	+$13.1M	2.81%	8
2022 Q4	$150M	Buy	2,602,240 +2,569,786	+7,918%	+$148M	2.74%	8
2022 Q3	$1.88M	Buy	32,454 +17,368	+115%	+$1.02M	0.04%	184
2022 Q2	$888K	Buy	+15,086	New	+$890K	0.02%	264
2022 Q1	–	Sell	-40,923	Closed	-$2.49M	–	624
2021 Q4	$2.49M	Buy	+40,923	New	+$2.5M	0.05%	144

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

HB Wealth Management's VGSH Position: Q1 2026 in Review

HB Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 20% in Q1 2026, selling an estimated $1.08M and leaving 74,747 shares worth $4.38M. The position accounts for 0.03% of the portfolio, ranked #276.

HB Wealth Management first reported a position in VGSH in Q4 2021 and has held it in 17 quarters since. The position peaked at $171M in Q2 2023. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

HB Wealth Management held 74,747 shares of Vanguard Short-Term Treasury ETF worth $4.38M as of Q1 2026.
HB Wealth Management sold 18,364 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $1.08M.
Vanguard Short-Term Treasury ETF made up 0.03% of HB Wealth Management's portfolio in Q1 2026, its #276 holding.
HB Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 17 quarters since.
HB Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $171M in Q2 2023.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.