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Innova Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Innova Wealth Partners’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
Q3 		– Sell
-4,049
Closed -$238K – 133
2025
Q2 		$238K Sell
4,049
-127
-3% -$7.44K 0.14% 91
2025
Q1 		$245K Buy
+4,176
New +$244K 0.15% 82

Other funds holding VGSH

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Innova Wealth Partners's VGSH Position: Q3 2025 in Review

Innova Wealth Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 4,049 shares — an estimated $238K sold.

Innova Wealth Partners first reported a position in VGSH in Q1 2025 and held it in 2 quarters. The position peaked at $245K in Q1 2025. 936 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

  • Innova Wealth Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Innova Wealth Partners sold 4,049 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $238K.
  • Innova Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and held it in 2 quarters.
  • Innova Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $245K in Q1 2025.
  • 936 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Innova Wealth Partners's 13F filing for Q3 2025, filed 2 Dec 2025.