Money Design’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Money Design’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 Q2	$73.6M	Sell	1,251,534 -205,516	-14%	-$12M	3.44%	10
2025 Q1	$85.5M	Sell	1,457,050 -821,717	-36%	-$48M	4.26%	8
2024 Q4	$133M	Sell	2,278,767 -177,369	-7%	-$10.4M	6.8%	4
2024 Q3	$145M	Buy	2,456,136 +120,532	+5%	+$7.06M	7.21%	4
2024 Q2	$135M	Buy	2,335,604 +70,496	+3%	+$4.07M	7.3%	4
2024 Q1	$132M	Buy	2,265,108 +83,307	+4%	+$4.84M	7.16%	4
2023 Q4	$127M	Buy	2,181,801 +203,220	+10%	+$11.7M	7.18%	3
2023 Q3	$114M	Buy	1,978,581 +556,195	+39%	+$32.1M	6.92%	2
2023 Q2	$82.1M	Buy	1,422,386 +551,386	+63%	+$32.1M	4.86%	4
2023 Q1	$51M	Buy	871,000 +591,143	+211%	+$34.3M	3.01%	10
2022 Q4	$16.2M	Buy	+279,857	New	+$16.2M	1.01%	35

Other funds holding VGSH

JP Morgan Chase New York $1.56T 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Money Design's VGSH Position: Q2 2025 in Review

Money Design reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 14% in Q2 2025, selling an estimated $12M and leaving 1,251,534 shares worth $73.6M. The position accounts for 3.44% of the portfolio, ranked #10.

Money Design first reported a position in VGSH in Q4 2022 and has held it in 11 quarters since. The position peaked at $145M in Q3 2024. 944 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

Money Design held 1,251,534 shares of Vanguard Short-Term Treasury ETF worth $73.6M as of Q2 2025.
Money Design sold 205,516 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $12M.
Vanguard Short-Term Treasury ETF made up 3.44% of Money Design's portfolio in Q2 2025, its #10 holding.
Money Design first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 11 quarters since.
Money Design's Vanguard Short-Term Treasury ETF position peaked at $145M in Q3 2024.
944 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.