Investment Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Investment Advisory Group’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	$2.47M	Sell	42,124 -1,345	-3%	-$79K	0.63%	39
2025 Q4	$2.55M	Sell	43,469 -2,782	-6%	-$164K	0.66%	39
2025 Q3	$2.72M	Buy	46,251 +367	+0.8%	+$21.5K	0.74%	36
2025 Q2	$2.7M	Buy	45,884 +82	+0.2%	+$4.8K	0.82%	33
2025 Q1	$2.69M	Buy	45,802 +2,698	+6%	+$157K	0.9%	29
2024 Q4	$2.51M	Sell	43,104 -1,149	-3%	-$67.1K	0.84%	31
2024 Q3	$2.61M	Buy	44,253 +2,770	+7%	+$162K	0.91%	27
2024 Q2	$2.41M	Buy	41,483 +3,305	+9%	+$191K	0.93%	25
2024 Q1	$2.22M	Buy	38,178 +2,263	+6%	+$132K	0.92%	24
2023 Q4	$2.09M	Buy	35,915 +4,501	+14%	+$260K	0.96%	25
2023 Q3	$1.81M	Buy	31,414 +684	+2%	+$39.4K	0.94%	27
2023 Q2	$1.77M	Buy	30,730 +4,714	+18%	+$274K	0.91%	30
2023 Q1	$1.52M	Buy	26,016 +15,149	+139%	+$880K	0.88%	32
2022 Q4	$628K	Buy	+10,867	New	+$628K	0.39%	53

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

Investment Advisory Group's VGSH Position: Q1 2026 in Review

Investment Advisory Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.1% in Q1 2026, selling an estimated $79K and leaving 42,124 shares worth $2.47M. The position accounts for 0.63% of the portfolio, ranked #39.

Investment Advisory Group first reported a position in VGSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.72M in Q3 2025. 1,053 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Investment Advisory Group held 42,124 shares of Vanguard Short-Term Treasury ETF worth $2.47M as of Q1 2026.
Investment Advisory Group sold 1,345 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $79K.
Vanguard Short-Term Treasury ETF made up 0.63% of Investment Advisory Group's portfolio in Q1 2026, its #39 holding.
Investment Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
Investment Advisory Group's Vanguard Short-Term Treasury ETF position peaked at $2.72M in Q3 2025.
1,053 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.