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

Icon 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
2025 Q4	–	Sell	-3,336	Closed	-$196K	–	519
2025 Q3	$196K	Hold	3,336	–	–	0.01%	367
2025 Q2	$196K	Hold	3,336	–	–	0.01%	369
2025 Q1	$196K	Sell	3,336 -1,058	-24%	-$61.7K	0.02%	357
2024 Q4	$256K	Buy	4,394 +2,224	+102%	+$130K	0.02%	329
2024 Q3	$128K	Buy	+2,170	New	+$127K	0.01%	431
2024 Q2	–	Sell	-2,283	Closed	-$133K	–	498
2024 Q1	$133K	Sell	2,283 -4,320	-65%	-$251K	0.01%	415
2023 Q4	$385K	Buy	+6,603	New	+$382K	0.04%	227
2022 Q4	–	Sell	-4,219	Closed	-$244K	–	409
2022 Q3	$244K	Buy	+4,219	New	+$247K	0.03%	271

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Icon Wealth Advisors's VGSH Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025, closing a stake of 3,336 shares — an estimated $196K sold.

Icon Wealth Advisors first reported a position in VGSH in Q3 2022 and held it in 8 quarters. The position peaked at $385K in Q4 2023. 1,039 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

Icon Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 3,336 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $196K.
Icon Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and held it in 8 quarters.
Icon Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $385K in Q4 2023.
1,039 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.