KDT Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

KDT Advisors’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	$824K	Hold	14,080	–	–	1.31%	20
2025 Q4	$827K	Hold	14,080	–	–	1.16%	23
2025 Q3	$829K	Buy	+14,080	New	+$826K	1.21%	20

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

KDT Advisors's VGSH Position: Q1 2026 in Review

KDT Advisors held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q1 2026 at 14,080 shares worth $824K. The position accounts for 1.31% of the portfolio, ranked #20.

KDT Advisors first reported a position in VGSH in Q3 2025 and has held it in 3 quarters since. The position peaked at $829K in Q3 2025. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

KDT Advisors held 14,080 shares of Vanguard Short-Term Treasury ETF worth $824K as of Q1 2026.
KDT Advisors left its Vanguard Short-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Short-Term Treasury ETF made up 1.31% of KDT Advisors's portfolio in Q1 2026, its #20 holding.
KDT Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
KDT Advisors's Vanguard Short-Term Treasury ETF position peaked at $829K in Q3 2025.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on KDT Advisors's 13F filing for Q1 2026, filed 15 May 2026.