L.M. Kohn & Company’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

L.M. Kohn & Company’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 Q3	$319K	Sell	5,420 -968	-15%	-$56.8K	0.38%	81
2025 Q2	$375K	Sell	6,388 -30	-0.5%	-$1.76K	0.1%	171
2025 Q1	$377K	Sell	6,418 -4,930	-43%	-$288K	0.1%	168
2024 Q4	$660K	Sell	11,348 -300	-3%	-$17.5K	0.17%	119
2024 Q3	$687K	Sell	11,648 -200	-2%	-$11.7K	0.17%	120
2024 Q2	$687K	Buy	11,848 +78	+0.7%	+$4.51K	0.19%	112
2024 Q1	$683K	Hold	11,770	–	–	0.19%	114
2023 Q4	$687K	Sell	11,770 -1,000	-8%	-$57.8K	0.22%	99
2023 Q3	$736K	Sell	12,770 -3,751	-23%	-$216K	0.27%	84
2023 Q2	$954K	Buy	16,521 +1,200	+8%	+$69.9K	0.36%	64
2023 Q1	$897K	Buy	15,321 +244	+2%	+$14.2K	0.37%	59
2022 Q4	$872K	Sell	15,077 -9,270	-38%	-$536K	0.41%	62
2022 Q3	$1.41M	Buy	24,347 +77	+0.3%	+$4.51K	0.69%	31
2022 Q2	$1.43M	Hold	24,270	–	–	0.67%	32
2022 Q1	$1.44M	Buy	+24,270	New	+$1.46M	0.55%	41

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

L.M. Kohn & Company's VGSH Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 15% in Q3 2025, selling an estimated $56.8K and leaving 5,420 shares worth $319K. The position accounts for 0.38% of the portfolio, ranked #81.

L.M. Kohn & Company first reported a position in VGSH in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q1 2022. 938 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

L.M. Kohn & Company held 5,420 shares of Vanguard Short-Term Treasury ETF worth $319K as of Q3 2025.
L.M. Kohn & Company sold 968 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $56.8K.
Vanguard Short-Term Treasury ETF made up 0.38% of L.M. Kohn & Company's portfolio in Q3 2025, its #81 holding.
L.M. Kohn & Company first reported a position in Vanguard Short-Term Treasury ETF in Q1 2022 and has held it in 15 quarters since.
L.M. Kohn & Company's Vanguard Short-Term Treasury ETF position peaked at $1.44M in Q1 2022.
938 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.