Kovitz Investment Group Partners
VGSH icon

Kovitz Investment Group Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-133,927
Closed -$7.87M – 526
2025
Q4 		$7.87M Sell
133,927
-935,745
-87% -$55M 0.17% 117
2025
Q3 		$63M Sell
1,069,672
-21,302
-2% -$1.25M 0.25% 90
2025
Q2 		$64.1M Buy
1,090,974
+73,622
+7% +$4.31M 0.27% 83
2025
Q1 		$59.7M Buy
1,017,352
+119,189
+13% +$6.96M 0.3% 80
2024
Q4 		$52.3M Sell
898,163
-10,576
-1% -$617K 0.26% 86
2024
Q3 		$53.3M Buy
908,739
+894,345
+6,213% +$52.4M 0.38% 63
2024
Q2 		$835K Buy
14,394
+1,582
+12% +$91.4K 0.01% 573
2024
Q1 		$744K Buy
12,812
+6,745
+111% +$392K 0.01% 454
2023
Q4 		$354K Buy
6,067
+60
+1% +$3.47K 0.01% 352
2023
Q3 		$346K Buy
6,007
+40
+0.7% +$2.31K 0.01% 348
2023
Q2 		$344K Buy
+5,967
New +$347K 0.01% 360

Other funds holding VGSH

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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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