Institute for Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Institute for Wealth Management’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	$5.25M	Buy	89,762 +16,783	+23%	+$985K	0.56%	31
2025 Q4	$4.29M	Buy	72,979 +34,237	+88%	+$2.01M	0.45%	43
2025 Q3	$2.28M	Buy	38,742 +7,123	+23%	+$418K	0.24%	89
2025 Q2	$1.86M	Buy	31,619 +736	+2%	+$43.1K	0.21%	106
2025 Q1	$1.81M	Sell	30,883 -700	-2%	-$40.9K	0.23%	99
2024 Q4	$1.84M	Sell	31,583 -3,525	-10%	-$206K	0.23%	95
2024 Q3	$2.07M	Sell	35,108 -839	-2%	-$49.1K	0.26%	84
2024 Q2	$2.08M	Buy	35,947 +2,302	+7%	+$133K	0.28%	75
2024 Q1	$1.95M	Sell	33,645 -3,330	-9%	-$194K	0.25%	83
2023 Q4	$2.16M	Sell	36,975 -903	-2%	-$52.2K	0.35%	65
2023 Q3	$2.18M	Sell	37,878 -1,701	-4%	-$98K	0.39%	56
2023 Q2	$2.28M	Sell	39,579 -3,699	-9%	-$215K	0.39%	61
2023 Q1	$2.53M	Sell	43,278 -816	-2%	-$47.4K	0.48%	41
2022 Q4	$2.55M	Sell	44,094 -4,830	-10%	-$279K	0.54%	40
2022 Q3	$2.83M	Sell	48,924 -1,846	-4%	-$108K	0.63%	32
2022 Q2	$2.99M	Sell	50,770 -601	-1%	-$35.5K	0.59%	33
2022 Q1	$3.04M	Sell	51,371 -742	-1%	-$44.6K	0.49%	40
2021 Q4	$3.17M	Sell	52,113 -2,989	-5%	-$183K	0.52%	36
2021 Q3	$3.38M	Buy	55,102 +51	+0.1%	+$3.13K	0.59%	31
2021 Q2	$3.38M	Sell	55,051 -1,076	-2%	-$66.2K	0.59%	31
2021 Q1	$3.45M	Sell	56,127 -8,881	-14%	-$547K	0.66%	27
2020 Q4	$4M	Buy	65,008 +1,612	+3%	+$99.9K	0.8%	22
2020 Q3	$3.94M	Buy	63,396 +2,948	+5%	+$183K	0.9%	18
2020 Q2	$3.76M	Buy	+60,448	New	+$3.76M	0.92%	16
2020 Q1	–	Sell	-13,978	Closed	-$850K	–	666
2019 Q4	$850K	Buy	13,978 +2,015	+17%	+$123K	0.19%	154
2019 Q3	$729K	Buy	+11,963	New	+$729K	0.18%	164

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

Institute for Wealth Management's VGSH Position: Q1 2026 in Review

Institute for Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 23% in Q1 2026, buying an estimated $985K and bringing the position to 89,762 shares worth $5.25M. The position accounts for 0.56% of the portfolio, ranked #31.

Institute for Wealth Management first reported a position in VGSH in Q3 2019 and has held it in 26 quarters since. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Institute for Wealth Management held 89,762 shares of Vanguard Short-Term Treasury ETF worth $5.25M as of Q1 2026.
Institute for Wealth Management bought 16,783 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $985K.
Vanguard Short-Term Treasury ETF made up 0.56% of Institute for Wealth Management's portfolio in Q1 2026, its #31 holding.
Institute for Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2019 and has held it in 26 quarters since.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.