OLVIG
VGSH icon

Oliver Lagore Vanvalin Investment Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Oliver Lagore Vanvalin Investment 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 		$48K Buy
+817
New +$47.9K 0.02% 252
2024
Q4 		$54.7K Sell
939
-255
-21% -$14.9K 0.01% 242
2024
Q3 		$70.5K Sell
1,194
-450
-27% -$26.4K 0.02% 212
2024
Q2 		$95.4K Buy
1,644
+163
+11% +$9.42K 0.03% 171
2024
Q1 		$86K Sell
1,481
-735
-33% -$42.7K 0.03% 190
2023
Q4 		$129K Sell
2,216
-3,346
-60% -$193K 0.05% 135
2023
Q3 		$320K Sell
5,562
-10,184
-65% -$587K 0.13% 99
2023
Q2 		$909K Buy
+15,746
New +$917K 0.33% 50

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

Oliver Lagore Vanvalin Investment Group's VGSH Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025: 817 shares worth $48K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in VGSH as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in VGSH in Q2 2023 and has held it in 8 quarters since. The position peaked at $909K in Q2 2023. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 817 shares of Vanguard Short-Term Treasury ETF worth $48K as of Q2 2025.
  • Vanguard Short-Term Treasury ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Vanguard Short-Term Treasury ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #252 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 8 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Vanguard Short-Term Treasury ETF position peaked at $909K in Q2 2023.
  • 943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.