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

Kingsview 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	-3,748	Closed	-$220K	–	1294
2025 Q2	$220K	Sell	3,748 -8,330	-69%	-$488K	﹤0.01%	1071
2025 Q1	$709K	Buy	+12,078	New	+$705K	0.01%	625
2024 Q3	–	Sell	-3,449	Closed	-$200K	–	1159
2024 Q2	$200K	Sell	3,449 -48	-1%	-$2.77K	﹤0.01%	993
2024 Q1	$203K	Sell	3,497 -17	-0.5%	-$989	0.01%	966
2023 Q4	$205K	Buy	+3,514	New	+$203K	0.01%	898
2022 Q1	–	Sell	-4,152	Closed	-$253K	–	1022
2021 Q4	$253K	Hold	4,152	–	–	0.01%	792
2021 Q3	$255K	Sell	4,152 -163	-4%	-$10K	0.01%	730
2021 Q2	$265K	Hold	4,315	–	–	0.01%	740
2021 Q1	$265K	Buy	+4,315	New	+$266K	0.02%	681
2017 Q3	–	Sell	-5,851	Closed	-$356K	–	419
2017 Q2	$356K	Sell	5,851 -68	-1%	-$4.13K	0.18%	158
2017 Q1	$360K	Buy	+5,919	New	+$360K	0.21%	142

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

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

Kingsview Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 3,748 shares — an estimated $220K sold.

Kingsview Wealth Management first reported a position in VGSH in Q1 2017 and held it in 11 quarters. The position peaked at $709K in Q1 2025. 938 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

Kingsview Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Kingsview Wealth Management sold 3,748 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $220K.
Kingsview Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2017 and held it in 11 quarters.
Kingsview Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $709K in Q1 2025.
938 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.