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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Kovitz Investment Group Partners's VGSH Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 133,927 shares — an estimated $7.87M sold.

Kovitz Investment Group Partners first reported a position in VGSH in Q2 2023 and held it in 11 quarters. The position peaked at $64.1M in Q2 2025. 1,062 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Kovitz Investment Group Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 133,927 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $7.87M.
Kovitz Investment Group Partners first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and held it in 11 quarters.
Kovitz Investment Group Partners's Vanguard Short-Term Treasury ETF position peaked at $64.1M in Q2 2025.
1,062 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.