Moneta Group Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Moneta Group Investment Advisors’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	-4,342	Closed	-$255K	–	860
2025 Q4	$255K	Buy	+4,342	New	+$255K	﹤0.01%	684
2025 Q1	–	Sell	-3,656	Closed	-$213K	–	706
2024 Q4	$213K	Buy	+3,656	New	+$213K	﹤0.01%	620
2024 Q2	–	Sell	-10,106	Closed	-$587K	–	632
2024 Q1	$587K	Buy	10,106 +148	+1%	+$8.61K	0.01%	344
2023 Q4	$581K	Buy	9,958 +222	+2%	+$12.8K	0.01%	319
2023 Q3	$561K	Buy	9,736 +84	+0.9%	+$4.84K	0.01%	292
2023 Q2	$557K	Buy	9,652 +94	+1%	+$5.47K	0.01%	303
2023 Q1	$560K	Buy	+9,558	New	+$555K	0.01%	301

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

Moneta Group Investment Advisors's VGSH Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 4,342 shares — an estimated $255K sold.

Moneta Group Investment Advisors first reported a position in VGSH in Q1 2023 and held it in 7 quarters. The position peaked at $587K in Q1 2024. 1,063 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Moneta Group Investment Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Moneta Group Investment Advisors sold 4,342 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $255K.
Moneta Group Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 7 quarters.
Moneta Group Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $587K in Q1 2024.
1,063 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.