LRWM
VGSH icon

Lord & Richards Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Lord & Richards 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
2025
Q3 		– Sell
-18,866
Closed -$1.11M – 55
2025
Q2 		$1.11M Sell
18,866
-19,553
-51% -$1.15M 1.16% 28
2025
Q1 		$2.25M Buy
38,419
+14,068
+58% +$821K 2.56% 7
2024
Q4 		$1.42M Buy
+24,351
New +$1.42M 2.99% 5

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Northern Trust
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Lord & Richards Wealth Management's VGSH Position: Q3 2025 in Review

Lord & Richards Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 18,866 shares — an estimated $1.11M sold.

Lord & Richards Wealth Management first reported a position in VGSH in Q4 2024 and held it in 3 quarters. The position peaked at $2.25M in Q1 2025. 936 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

  • Lord & Richards Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 18,866 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $1.11M.
  • Lord & Richards Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and held it in 3 quarters.
  • Lord & Richards Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $2.25M in Q1 2025.
  • 936 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.