Nicolet Advisory Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Nicolet Advisory Services’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 Q4	$11.4M	Sell	194,125 -11,774	-6%	-$692K	0.77%	26
2025 Q3	$12.1M	Sell	205,899 -2,884	-1%	-$169K	0.94%	22
2025 Q2	$12.2M	Buy	208,783 +17,523	+9%	+$1.03M	1.04%	21
2025 Q1	$11.2M	Buy	191,260 +26,111	+16%	+$1.52M	1.11%	20
2024 Q4	$9.59M	Buy	165,149 +42,876	+35%	+$2.5M	0.88%	28
2024 Q3	$7.19M	Buy	122,273 +1,880	+2%	+$110K	0.68%	32
2024 Q2	$6.98M	Sell	120,393 -8,860	-7%	-$512K	0.67%	32
2024 Q1	$7.47M	Sell	129,253 -10,169	-7%	-$591K	0.76%	26
2023 Q4	$8.12M	Sell	139,422 -35,062	-20%	-$2.03M	0.87%	23
2023 Q3	$10M	Sell	174,484 -46,744	-21%	-$2.69M	1.11%	17
2023 Q2	$12.7M	Buy	221,228 +30,562	+16%	+$1.78M	1.4%	14
2023 Q1	$11.2M	Buy	190,666 +94,662	+99%	+$5.5M	1.29%	13
2022 Q4	$5.58M	Buy	+96,004	New	+$5.55M	0.74%	23

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nicolet Advisory Services's VGSH Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.7% in Q4 2025, selling an estimated $692K and leaving 194,125 shares worth $11.4M. The position accounts for 0.77% of the portfolio, ranked #26.

Nicolet Advisory Services first reported a position in VGSH in Q4 2022 and has held it in 13 quarters since. The position peaked at $12.7M in Q2 2023. 1,045 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

Nicolet Advisory Services held 194,125 shares of Vanguard Short-Term Treasury ETF worth $11.4M as of Q4 2025.
Nicolet Advisory Services sold 11,774 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $692K.
Vanguard Short-Term Treasury ETF made up 0.77% of Nicolet Advisory Services's portfolio in Q4 2025, its #26 holding.
Nicolet Advisory Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 13 quarters since.
Nicolet Advisory Services's Vanguard Short-Term Treasury ETF position peaked at $12.7M in Q2 2023.
1,045 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.