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Hopwood Financial Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Hopwood Financial Services’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
Q4 		– Sell
-100
Closed -$5.88K – 288
2025
Q3 		$5.88K Hold
100
– – ﹤0.01% 272
2025
Q2 		$5.88K Sell
100
-413
-81% -$24.2K ﹤0.01% 250
2025
Q1 		$30.1K Buy
513
+100
+24% +$5.84K 0.02% 181
2024
Q4 		$24K Buy
+413
New +$24.1K 0.02% 192

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hopwood Financial Services's VGSH Position: Q4 2025 in Review

Hopwood Financial Services sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025, closing a stake of 100 shares — an estimated $5.88K sold.

Hopwood Financial Services first reported a position in VGSH in Q4 2024 and held it in 4 quarters. The position peaked at $30.1K in Q1 2025. 1,047 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

  • Hopwood Financial Services reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 100 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $5.88K.
  • Hopwood Financial Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Vanguard Short-Term Treasury ETF position peaked at $30.1K in Q1 2025.
  • 1,047 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.