NFP Retirement Inc’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

NFP Retirement Inc’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	–	Sell	-7,239	Closed	-$421K	–	300
2024 Q4	$421K	Buy	7,239 +32	+0.4%	+$1.87K	0.03%	202
2024 Q3	$425K	Sell	7,207 -4,080	-36%	-$239K	0.03%	200
2024 Q2	$655K	Sell	11,287 -1,285	-10%	-$74.3K	0.05%	156
2024 Q1	$730K	Buy	12,572 +1,532	+14%	+$89.1K	0.06%	141
2023 Q4	$644K	Buy	11,040 +1,516	+16%	+$87.6K	0.11%	127
2023 Q3	$549K	Buy	9,524 +568	+6%	+$32.7K	0.1%	139
2023 Q2	$517K	Buy	8,956 +3	+0%	+$175	0.1%	148
2023 Q1	$524K	Buy	+8,953	New	+$520K	0.1%	152

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

NFP Retirement Inc's VGSH Position: Q1 2025 in Review

NFP Retirement Inc sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 7,239 shares — an estimated $421K sold.

NFP Retirement Inc first reported a position in VGSH in Q1 2023 and held it in 8 quarters. The position peaked at $730K in Q1 2024. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

NFP Retirement Inc reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
NFP Retirement Inc sold 7,239 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $421K.
NFP Retirement Inc first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 8 quarters.
NFP Retirement Inc's Vanguard Short-Term Treasury ETF position peaked at $730K in Q1 2024.
930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on NFP Retirement Inc's 13F filing for Q1 2025, filed 13 May 2025.