ORG Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

ORG Partners’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	$2.86M	Buy	48,716 +13,219	+37%	+$777K	0.5%	40
2025 Q3	$2.03M	Buy	35,497 +566	+2%	+$33.2K	0.37%	57
2025 Q2	$2.05M	Buy	34,931 +13,426	+62%	+$786K	0.44%	50
2025 Q1	$1.26M	Buy	21,505 +11,276	+110%	+$658K	0.31%	67
2024 Q4	$596K	Buy	10,229 +82	+0.8%	+$4.79K	0.08%	163
2024 Q3	$599K	Buy	10,147 +4	+0%	+$234	0.1%	149
2024 Q2	$586K	Buy	+10,143	New	+$586K	0.07%	224
2024 Q1	–	Sell	-2,423	Closed	-$141K	–	1081
2023 Q4	$141K	Sell	2,423 -3,845	-61%	-$222K	0.02%	350
2023 Q3	$361K	Sell	6,268 -8,451	-57%	-$487K	0.11%	196
2023 Q2	$849K	Sell	14,719 -106	-0.7%	-$6.17K	0.14%	145
2023 Q1	$868K	Buy	+14,825	New	+$861K	0.21%	86

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

ORG Partners's VGSH Position: Q4 2025 in Review

ORG Partners increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 37% in Q4 2025, buying an estimated $777K and bringing the position to 48,716 shares worth $2.86M. The position accounts for 0.5% of the portfolio, ranked #40.

ORG Partners first reported a position in VGSH in Q1 2023 and has held it in 11 quarters since. 1,045 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

ORG Partners held 48,716 shares of Vanguard Short-Term Treasury ETF worth $2.86M as of Q4 2025.
ORG Partners bought 13,219 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $777K.
Vanguard Short-Term Treasury ETF made up 0.5% of ORG Partners's portfolio in Q4 2025, its #40 holding.
ORG Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 11 quarters since.
1,045 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.