Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LFAS
Level Four Advisory Services’s
Vanguard Short-Term Treasury ETF
VGSH
Stock Holding History
Level Four Advisory Services’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
$403K
Buy
6,887
+951
+16%
+$55.8K
0.01%
639
2025
Q4
$349K
Buy
+5,936
New
+$349K
0.01%
653
2024
Q3
–
Sell
-3,836
Closed
-$222K
–
807
2024
Q2
$222K
Sell
3,836
-72,895
-95%
-$4.21M
0.01%
685
2024
Q1
$4.48M
Hold
76,731
–
–
0.25%
110
2023
Q4
$4.48M
Sell
76,731
-13,008
-14%
-$752K
0.25%
107
2023
Q3
$5.17M
Buy
89,739
+49,293
+122%
+$2.84M
0.33%
68
2023
Q2
$2.33M
Buy
40,446
+11,380
+39%
+$663K
0.14%
164
2023
Q1
$1.7M
Buy
+29,066
New
+$1.69M
0.11%
200
2022
Q1
–
Sell
-3,339
Closed
-$203K
–
707
2021
Q4
$203K
Buy
+3,339
New
+$204K
0.02%
609
Other funds holding VGSH
JP Morgan Chase
New York
$1.47T 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
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close