High Net Worth Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

High Net Worth Advisory 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	$499K	Hold	8,529	–	–	0.12%	145
2025 Q4	$501K	Hold	8,529	–	–	0.12%	142
2025 Q3	$502K	Buy	+8,529	New	+$500K	0.12%	138

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

High Net Worth Advisory Group's VGSH Position: Q1 2026 in Review

High Net Worth Advisory Group held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q1 2026 at 8,529 shares worth $499K. The position accounts for 0.12% of the portfolio, ranked #145.

High Net Worth Advisory Group first reported a position in VGSH in Q3 2025 and has held it in 3 quarters since. The position peaked at $502K in Q3 2025. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

High Net Worth Advisory Group held 8,529 shares of Vanguard Short-Term Treasury ETF worth $499K as of Q1 2026.
High Net Worth Advisory Group left its Vanguard Short-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Short-Term Treasury ETF made up 0.12% of High Net Worth Advisory Group's portfolio in Q1 2026, its #145 holding.
High Net Worth Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
High Net Worth Advisory Group's Vanguard Short-Term Treasury ETF position peaked at $502K in Q3 2025.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.