Heritage Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Heritage Wealth Partners’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 Q1	$759K	Sell	12,932 -185	-1%	-$10.8K	1.16%	21
2024 Q4	$763K	Sell	13,117 -74	-0.6%	-$4.32K	0.96%	28
2024 Q3	$779K	Buy	13,191 +363	+3%	+$21.3K	0.92%	29
2024 Q2	$744K	Sell	12,828 -4,577	-26%	-$264K	1.08%	24
2024 Q1	$1.02M	Hold	17,405	–	–	2.07%	15
2023 Q4	$1.02M	Sell	17,405 -186	-1%	-$10.8K	2.07%	15
2023 Q3	$1.01M	Sell	17,591 -11,738	-40%	-$676K	2.16%	16
2023 Q2	$1.69M	Buy	+29,329	New	+$1.71M	1%	30

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Heritage Wealth Partners's VGSH Position: Q1 2025 in Review

Heritage Wealth Partners reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.4% in Q1 2025, selling an estimated $10.8K and leaving 12,932 shares worth $759K. The position accounts for 1.16% of the portfolio, ranked #21.

Heritage Wealth Partners first reported a position in VGSH in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.69M in Q2 2023. 933 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

Heritage Wealth Partners held 12,932 shares of Vanguard Short-Term Treasury ETF worth $759K as of Q1 2025.
Heritage Wealth Partners sold 185 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $10.8K.
Vanguard Short-Term Treasury ETF made up 1.16% of Heritage Wealth Partners's portfolio in Q1 2025, its #21 holding.
Heritage Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 8 quarters since.
Heritage Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $1.69M in Q2 2023.
933 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.