Krilogy Financial’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Krilogy Financial’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 Q4	–	Sell	-9,445	Closed	-$554K	–	983
2025 Q3	$554K	Buy	+9,445	New	+$554K	0.02%	496
2020 Q2	–	Sell	-120,280	Closed	-$7.5M	–	237
2020 Q1	$7.5M	Buy	+120,280	New	+$7.38M	1.43%	18
2018 Q1	–	Sell	-114	Closed	-$7K	–	818
2017 Q4	$7K	Hold	114	–	–	﹤0.01%	567
2017 Q3	$7K	Hold	114	–	–	﹤0.01%	622
2017 Q2	$7K	Hold	114	–	–	﹤0.01%	568
2017 Q1	$7K	Hold	114	–	–	﹤0.01%	554
2016 Q4	$7K	Hold	114	–	–	﹤0.01%	554
2016 Q3	$7K	Buy	+114	New	+$6.98K	﹤0.01%	570

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Krilogy Financial's VGSH Position: Q4 2025 in Review

Krilogy Financial sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025, closing a stake of 9,445 shares — an estimated $554K sold.

Krilogy Financial first reported a position in VGSH in Q3 2016 and held it in 8 quarters. The position peaked at $7.5M in Q1 2020. 1,039 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

Krilogy Financial reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Krilogy Financial sold 9,445 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $554K.
Krilogy Financial first reported a position in Vanguard Short-Term Treasury ETF in Q3 2016 and held it in 8 quarters.
Krilogy Financial's Vanguard Short-Term Treasury ETF position peaked at $7.5M in Q1 2020.
1,039 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Krilogy Financial's 13F filing for Q4 2025, filed 27 Jan 2026.