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HHM Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

HHM Wealth Advisors’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
-65
Closed -$3.82K – 920
2025
Q4 		$3.82K Buy
+65
New +$3.82K ﹤0.01% 733
2024
Q2 		– Sell
-100
Closed -$5.81K – 863
2024
Q1 		$5.81K Buy
+100
New +$5.82K ﹤0.01% 610

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HHM Wealth Advisors's VGSH Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 65 shares — an estimated $3.82K sold.

HHM Wealth Advisors first reported a position in VGSH in Q1 2024 and held it in 2 quarters. The position peaked at $5.81K in Q1 2024. 1,065 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

  • HHM Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 65 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $3.82K.
  • HHM Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and held it in 2 quarters.
  • HHM Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $5.81K in Q1 2024.
  • 1,065 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.