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Michael A Dubis Financial Planning’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Michael A Dubis Financial Planning’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
Q1 		$11.9M Buy
202,703
+3,888
+2% +$227K 11.55% 4
2024
Q4 		$11.6M Buy
+198,815
New +$11.6M 11.18% 4

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Michael A Dubis Financial Planning's VGSH Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2% in Q1 2025, buying an estimated $227K and bringing the position to 202,703 shares worth $11.9M. The position accounts for 11.55% of the portfolio, ranked #4.

Michael A Dubis Financial Planning first reported a position in VGSH in Q4 2024 and has held it in 2 quarters since. 932 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

  • Michael A Dubis Financial Planning held 202,703 shares of Vanguard Short-Term Treasury ETF worth $11.9M as of Q1 2025.
  • Michael A Dubis Financial Planning bought 3,888 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $227K.
  • Vanguard Short-Term Treasury ETF made up 11.55% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #4 holding.
  • Michael A Dubis Financial Planning first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 2 quarters since.
  • 932 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.