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Jim Saulnier & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Jim Saulnier & Associates’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
-3,961
Closed -$233K – 136
2025
Q2 		$233K Sell
3,961
-1,118
-22% -$65.5K 0.16% 103
2025
Q1 		$298K Buy
5,079
+34
+0.7% +$1.98K 0.23% 80
2024
Q4 		$294K Buy
5,045
+70
+1% +$4.08K 0.25% 70
2024
Q3 		$294K Buy
+4,975
New +$291K 0.29% 61

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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Jim Saulnier & Associates's VGSH Position: Q3 2025 in Review

Jim Saulnier & Associates sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 3,961 shares — an estimated $233K sold.

Jim Saulnier & Associates first reported a position in VGSH in Q3 2024 and held it in 4 quarters. The position peaked at $298K in Q1 2025. 938 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

  • Jim Saulnier & Associates reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Jim Saulnier & Associates sold 3,961 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $233K.
  • Jim Saulnier & Associates first reported a position in Vanguard Short-Term Treasury ETF in Q3 2024 and held it in 4 quarters.
  • Jim Saulnier & Associates's Vanguard Short-Term Treasury ETF position peaked at $298K in Q1 2025.
  • 938 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Jim Saulnier & Associates's 13F filing for Q3 2025, filed 3 Nov 2025.