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Optimum Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Optimum Investment Advisors’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
Q3 		$1.94K Hold
33
– – ﹤0.01% 577
2025
Q2 		$1.94K Hold
33
– – ﹤0.01% 578
2025
Q1 		$1.94K Hold
33
– – ﹤0.01% 598
2024
Q4 		$1.92K Hold
33
– – ﹤0.01% 584
2024
Q3 		$1.95K Hold
33
– – ﹤0.01% 597
2024
Q2 		$1.91K Hold
33
– – ﹤0.01% 597
2024
Q1 		$1.92K Hold
33
– – ﹤0.01% 602
2023
Q4 		$1.93K Sell
33
-42
-56% -$2.43K ﹤0.01% 592
2023
Q3 		$4.34K Hold
75
– – ﹤0.01% 613
2023
Q2 		$4.34K Hold
75
– – ﹤0.01% 615
2023
Q1 		$4.41K Sell
75
-3,000
-98% -$174K ﹤0.01% 633
2022
Q4 		$178K Hold
3,075
– – 0.1% 197
2022
Q3 		$178K Hold
3,075
– – 0.1% 196
2022
Q2 		$181K Hold
3,075
– – 0.09% 195
2022
Q1 		$182K Hold
3,075
– – 0.08% 220
2021
Q4 		$187K Hold
3,075
– – 0.07% 234
2021
Q3 		$189K Sell
3,075
-300
-9% -$18.4K 0.08% 226
2021
Q2 		$207K Sell
3,375
-1,000
-23% -$61.5K 0.06% 259
2021
Q1 		$269K Hold
4,375
– – 0.08% 217
2020
Q4 		$270K Buy
4,375
+300
+7% +$18.6K 0.08% 208
2020
Q3 		$253K Buy
4,075
+506
+14% +$31.4K 0.08% 211
2020
Q2 		$222K Buy
3,569
+450
+14% +$28K 0.08% 222
2020
Q1 		$194K Buy
3,119
+3,044
+4,059% +$187K 0.08% 218
2019
Q4 		$5K Sell
75
-465
-86% -$28.3K ﹤0.01% 852
2019
Q3 		$33K Buy
540
+465
+620% +$28.3K 0.01% 587
2019
Q2 		$5K Hold
75
– – ﹤0.01% 852
2019
Q1 		$5K Hold
75
– – ﹤0.01% 901
2018
Q4 		$5K Buy
+75
New +$4.48K ﹤0.01% 857

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Optimum Investment Advisors's VGSH Position: Q3 2025 in Review

Optimum Investment Advisors held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q3 2025 at 33 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Optimum Investment Advisors first reported a position in VGSH in Q4 2018 and has held it in 28 quarters since. The position peaked at $270K in Q4 2020. 937 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

  • Optimum Investment Advisors held 33 shares of Vanguard Short-Term Treasury ETF worth $1.94K as of Q3 2025.
  • Optimum Investment Advisors left its Vanguard Short-Term Treasury ETF share count unchanged in Q3 2025.
  • Vanguard Short-Term Treasury ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #577 holding.
  • Optimum Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and has held it in 28 quarters since.
  • Optimum Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $270K in Q4 2020.
  • 937 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.