Novak & Powell Financial Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Novak & Powell Financial 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
2026 Q1	$503K	Hold	8,600	–	–	0.27%	78
2025 Q4	$505K	Hold	8,600	–	–	0.26%	84
2025 Q3	$506K	Hold	8,600	–	–	0.27%	83
2025 Q2	$506K	Hold	8,600	–	–	0.35%	69
2025 Q1	$505K	Hold	8,600	–	–	0.31%	77
2024 Q4	$500K	Hold	8,600	–	–	0.3%	77
2024 Q3	$508K	Hold	8,600	–	–	0.29%	80
2024 Q2	$499K	Hold	8,600	–	–	0.31%	75
2024 Q1	$499K	Hold	8,600	–	–	0.37%	66
2023 Q4	$502K	Buy	+8,600	New	+$497K	0.33%	76

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Novak & Powell Financial Services's VGSH Position: Q1 2026 in Review

Novak & Powell Financial Services held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q1 2026 at 8,600 shares worth $503K. The position accounts for 0.27% of the portfolio, ranked #78.

Novak & Powell Financial Services first reported a position in VGSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $508K in Q3 2024. 1,053 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Novak & Powell Financial Services held 8,600 shares of Vanguard Short-Term Treasury ETF worth $503K as of Q1 2026.
Novak & Powell Financial Services left its Vanguard Short-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Short-Term Treasury ETF made up 0.27% of Novak & Powell Financial Services's portfolio in Q1 2026, its #78 holding.
Novak & Powell Financial Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Vanguard Short-Term Treasury ETF position peaked at $508K in Q3 2024.
1,053 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.