Narus Financial Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Narus Financial Partners’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	-4,000	Closed	-$235K	–	174
2025 Q2	$235K	Hold	4,000	–	–	0.07%	142
2025 Q1	$235K	Hold	4,000	–	–	0.08%	130
2024 Q4	$233K	Hold	4,000	–	–	0.08%	133
2024 Q3	$236K	Hold	4,000	–	–	0.08%	135
2024 Q2	$232K	Sell	4,000 -1,435	-26%	-$82.9K	0.09%	127
2024 Q1	$316K	Sell	5,435 -13	-0.2%	-$756	0.13%	107
2023 Q4	$318K	Sell	5,448 -215	-4%	-$12.4K	0.15%	98
2023 Q3	$326K	Buy	5,663 +230	+4%	+$13.3K	0.17%	84
2023 Q2	$314K	Sell	5,433 -1,050	-16%	-$61.1K	0.16%	84
2023 Q1	$380K	Sell	6,483 -1,500	-19%	-$87.1K	0.21%	75
2022 Q4	$462K	Buy	7,983 +2,946	+58%	+$170K	0.27%	68
2022 Q3	$291K	Hold	5,037	–	–	0.18%	82
2022 Q2	$296K	Sell	5,037 -4,462	-47%	-$263K	0.19%	77
2022 Q1	$563K	Buy	+9,499	New	+$571K	0.31%	55
2021 Q1	$200K	Buy	+3,255	New	+$200K	0.12%	107

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

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

Goldman Sachs New York $871B AUM 31.28% 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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Narus Financial Partners's VGSH Position: Q3 2025 in Review

Narus Financial Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 4,000 shares — an estimated $235K sold.

Narus Financial Partners first reported a position in VGSH in Q1 2021 and held it in 15 quarters. The position peaked at $563K in Q1 2022. 936 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

Narus Financial Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Narus Financial Partners sold 4,000 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $235K.
Narus Financial Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and held it in 15 quarters.
Narus Financial Partners's Vanguard Short-Term Treasury ETF position peaked at $563K in Q1 2022.
936 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Narus Financial Partners's 13F filing for Q3 2025, filed 29 Dec 2025.