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

Keebeck 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
2025 Q3	–	Sell	-8,039	Closed	-$473K	–	379
2025 Q2	$473K	Sell	8,039 -3,219	-29%	-$189K	0.06%	211
2025 Q1	$661K	Buy	11,258 +2,518	+29%	+$147K	0.1%	151
2024 Q4	$508K	Sell	8,740 -1,405	-14%	-$82K	0.07%	168
2024 Q3	$599K	Sell	10,145 -2,022	-17%	-$118K	0.09%	157
2024 Q2	$706K	Buy	12,167 +3,427	+39%	+$198K	0.1%	148
2024 Q1	$508K	Hold	8,740	–	–	0.07%	185
2023 Q4	$510K	Hold	8,740	–	–	0.08%	175
2023 Q3	$503K	Hold	8,740	–	–	0.09%	173
2023 Q2	$505K	Hold	8,740	–	–	0.07%	180
2023 Q1	$512K	Hold	8,740	–	–	0.08%	163
2022 Q4	$505K	Hold	8,740	–	–	0.09%	154
2022 Q3	$505K	Buy	8,740 +2,810	+47%	+$165K	0.1%	149
2022 Q2	$349K	Buy	+5,930	New	+$350K	0.07%	182

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Keebeck Wealth Management's VGSH Position: Q3 2025 in Review

Keebeck Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 8,039 shares — an estimated $473K sold.

Keebeck Wealth Management first reported a position in VGSH in Q2 2022 and held it in 13 quarters. The position peaked at $706K in Q2 2024. 938 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

Keebeck Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Keebeck Wealth Management sold 8,039 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $473K.
Keebeck Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and held it in 13 quarters.
Keebeck Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $706K in Q2 2024.
938 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Keebeck Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.