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

KW 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
2026 Q1	–	Sell	-4,603	Closed	-$270K	–	67
2025 Q4	$270K	Sell	4,603 -2	-0%	-$118	0.41%	61
2025 Q3	$271K	Buy	+4,605	New	+$270K	0.46%	51

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

KW Wealth Management's VGSH Position: Q1 2026 in Review

KW Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 4,603 shares — an estimated $270K sold.

KW Wealth Management first reported a position in VGSH in Q3 2025 and held it in 2 quarters. The position peaked at $271K in Q3 2025. 1,058 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

KW Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 4,603 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $270K.
KW Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and held it in 2 quarters.
KW Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $271K in Q3 2025.
1,058 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.