KCIC
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Kuhn & Co Investment Counsel’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Kuhn & Co Investment Counsel’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 		$2.16M Buy
36,958
+3,619
+11% +$212K 1.39% 19
2025
Q4 		$1.96M Buy
33,339
+76
+0.2% +$4.47K 1.3% 21
2025
Q3 		$1.96M Buy
33,263
+11,329
+52% +$665K 1.55% 17
2025
Q2 		$1.29M Buy
21,934
+1,538
+8% +$90.1K 0.97% 30
2025
Q1 		$1.2M Buy
20,396
+1,316
+7% +$76.8K 1.01% 31
2024
Q4 		$1.11M Buy
19,080
+3,455
+22% +$202K 0.94% 31
2024
Q3 		$922K Sell
15,625
-676
-4% -$39.6K 0.79% 35
2024
Q2 		$945K Sell
16,301
-28
-0.2% -$1.62K 0.85% 36
2024
Q1 		$948K Buy
16,329
+1,097
+7% +$63.8K 0.89% 33
2023
Q4 		$888K Buy
+15,232
New +$880K 0.91% 35

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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