Orgel Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Orgel Wealth Management’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 Q2	$2.09M	Sell	35,958 -5,796,714	-99%	-$338M	0.04%	45
2026 Q1	$341M	Sell	5,832,672 -2,246,145	-28%	-$132M	7.36%	3
2025 Q4	$474M	Buy	8,078,817 +553,478	+7%	+$32.5M	10.47%	2
2025 Q3	$443M	Buy	7,525,339 +224,518	+3%	+$13.2M	10.1%	2
2025 Q2	$429M	Sell	7,300,821 -235,091	-3%	-$13.8M	10.34%	2
2025 Q1	$442M	Buy	7,535,912 +125,785	+2%	+$7.34M	11.49%	1
2024 Q4	$431M	Buy	7,410,127 +238,717	+3%	+$13.9M	11.25%	1
2024 Q3	$423M	Buy	7,171,410 +328,266	+5%	+$19.2M	10.59%	1
2024 Q2	$397M	Buy	6,843,144 +29,639	+0.4%	+$1.71M	10.71%	1
2024 Q1	$396M	Buy	6,813,505 +385,608	+6%	+$22.4M	10.85%	2
2023 Q4	$375M	Buy	6,427,897 +20,759	+0.3%	+$1.2M	11.09%	2
2023 Q3	$369M	Sell	6,407,138 -91,627	-1%	-$5.28M	12.48%	2
2023 Q2	$375M	Buy	6,498,765 +29,630	+0.5%	+$1.73M	12.39%	2
2023 Q1	$379M	Buy	6,469,135 +1,319,804	+26%	+$76.6M	13.54%	2
2022 Q4	$298M	Buy	5,149,331 +881,447	+21%	+$50.9M	11.45%	2
2022 Q3	$247M	Buy	+4,267,884	New	+$250M	12.17%	1
2020 Q4	–	Sell	-5,685	Closed	-$353K	–	53
2020 Q3	$353K	Sell	5,685 -4	-0.1%	-$249	0.1%	31
2020 Q2	$354K	Sell	5,689 -1,121	-16%	-$69.7K	0.13%	30
2020 Q1	$425K	Buy	6,810 +1,481	+28%	+$90.9K	0.17%	24
2019 Q4	$324K	Buy	5,329 +44	+0.8%	+$2.68K	0.09%	35
2019 Q3	$322K	Buy	+5,285	New	+$322K	0.12%	33
2019 Q2	–	Sell	-6,212	Closed	-$375K	–	43
2019 Q1	$375K	Buy	+6,212	New	+$374K	0.13%	27

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Orgel Wealth Management's VGSH Position: Q2 2026 in Review

Orgel Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 99% in Q2 2026, selling an estimated $338M and leaving 35,958 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #45.

Orgel Wealth Management first reported a position in VGSH in Q1 2019 and has held it in 22 quarters since. The position peaked at $474M in Q4 2025. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Orgel Wealth Management held 35,958 shares of Vanguard Short-Term Treasury ETF worth $2.09M as of Q2 2026.
Orgel Wealth Management sold 5,796,714 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $338M.
Vanguard Short-Term Treasury ETF made up 0.04% of Orgel Wealth Management's portfolio in Q2 2026, its #45 holding.
Orgel Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2019 and has held it in 22 quarters since.
Orgel Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $474M in Q4 2025.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.