Jones Financial Companies
VGSH icon

Jones Financial Companies’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Jones Financial Companies’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 		$17M Buy
290,817
+38,654
+15% +$2.27M 0.01% 650
2025
Q4 		$14.8M Buy
252,163
+24,582
+11% +$1.45M 0.01% 377
2025
Q3 		$13.4M Buy
227,581
+66,870
+42% +$3.92M 0.01% 359
2025
Q2 		$9.44M Buy
160,711
+107,631
+203% +$6.3M 0.01% 366
2025
Q1 		$3.11M Buy
53,080
+33,323
+169% +$1.94M ﹤0.01% 535
2024
Q4 		$1.15M Buy
19,757
+7,756
+65% +$453K ﹤0.01% 708
2024
Q3 		$709K Buy
12,001
+4,576
+62% +$268K ﹤0.01% 706
2024
Q2 		$431K Buy
7,425
+6,649
+857% +$384K ﹤0.01% 602
2024
Q1 		$45.1K Buy
776
+11
+1% +$640 ﹤0.01% 750
2023
Q4 		$44.6K Buy
+765
New +$44.2K ﹤0.01% 487
2023
Q1 		– Sell
-597
Closed -$35K – 782
2022
Q4 		$35K Buy
+597
New +$34.5K ﹤0.01% 370

Other funds holding VGSH

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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return