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Holos Integrated Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Holos Integrated Wealth’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
-492
Closed -$28.9K – 419
2025
Q4 		$28.9K Hold
492
– – 0.02% 142
2025
Q3 		$28.9K Hold
492
– – 0.02% 141
2025
Q2 		$28.8K Hold
492
– – 0.02% 139
2025
Q1 		$28.9K Hold
492
– – 0.02% 137
2024
Q4 		$28.6K Buy
+492
New +$28.7K 0.02% 134

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

Holos Integrated Wealth's VGSH Position: Q1 2026 in Review

Holos Integrated Wealth sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 492 shares — an estimated $28.9K sold.

Holos Integrated Wealth first reported a position in VGSH in Q4 2024 and held it in 5 quarters. The position peaked at $28.9K in Q3 2025. 1,062 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

  • Holos Integrated Wealth reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 492 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $28.9K.
  • Holos Integrated Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and held it in 5 quarters.
  • Holos Integrated Wealth's Vanguard Short-Term Treasury ETF position peaked at $28.9K in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Holos Integrated Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.