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New Century Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

New Century Financial Group’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 		– Sell
-8,184
Closed -$480K – 163
2025
Q1 		$480K Sell
8,184
-379
-4% -$22.1K 0.56% 63
2024
Q4 		$498K Sell
8,563
-718
-8% -$41.9K 0.21% 133
2024
Q3 		$548K Buy
+9,281
New +$544K 0.2% 142
2024
Q2 		– Sell
-3,853
Closed -$224K – 305
2024
Q1 		$224K Buy
+3,853
New +$224K 0.16% 164

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baird Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

New Century Financial Group's VGSH Position: Q2 2025 in Review

New Century Financial Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 8,184 shares — an estimated $480K sold.

New Century Financial Group first reported a position in VGSH in Q1 2024 and held it in 4 quarters. The position peaked at $548K in Q3 2024. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

  • New Century Financial Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 8,184 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $480K.
  • New Century Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and held it in 4 quarters.
  • New Century Financial Group's Vanguard Short-Term Treasury ETF position peaked at $548K in Q3 2024.
  • 943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.