Napatree Capital’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Napatree Capital’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	$222K	Hold	3,791	–	–	0.13%	187
2024 Q4	$221K	Hold	3,791	–	–	0.13%	170
2024 Q3	$224K	Hold	3,791	–	–	0.16%	146
2024 Q2	$220K	Hold	3,791	–	–	0.18%	131
2024 Q1	$219K	Hold	3,791	–	–	0.21%	114
2023 Q4	$221K	Buy	+3,791	New	+$219K	0.22%	112

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

OWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SCM

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

Napatree Capital's VGSH Position: Q1 2025 in Review

Napatree Capital held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q1 2025 at 3,791 shares worth $222K. The position accounts for 0.13% of the portfolio, ranked #187.

Napatree Capital first reported a position in VGSH in Q4 2023 and has held it in 6 quarters since. The position peaked at $224K in Q3 2024. 931 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

Napatree Capital held 3,791 shares of Vanguard Short-Term Treasury ETF worth $222K as of Q1 2025.
Napatree Capital left its Vanguard Short-Term Treasury ETF share count unchanged in Q1 2025.
Vanguard Short-Term Treasury ETF made up 0.13% of Napatree Capital's portfolio in Q1 2025, its #187 holding.
Napatree Capital first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 6 quarters since.
Napatree Capital's Vanguard Short-Term Treasury ETF position peaked at $224K in Q3 2024.
931 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.