P.J. Schmidt Investment Management (PJS)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	–	Sell	-4,924	Closed	-$289K	–	199
2025 Q1	$289K	Sell	4,924 -1,634	-25%	-$95.4K	0.05%	154
2024 Q4	$382K	Sell	6,558 -1,750	-21%	-$102K	0.07%	132
2024 Q3	$490K	Sell	8,308 -3,154	-28%	-$185K	0.08%	116
2024 Q2	$665K	Sell	11,462 -5,801	-34%	-$335K	0.12%	91
2024 Q1	$1M	Sell	17,263 -5,810	-25%	-$338K	0.19%	72
2023 Q4	$1.35M	Sell	23,073 -19,184	-45%	-$1.11M	0.27%	61
2023 Q3	$2.43M	Sell	42,257 -20,376	-33%	-$1.17M	0.52%	53
2023 Q2	$3.61M	Sell	62,633 -1,530	-2%	-$89.1K	0.72%	43
2023 Q1	$3.75M	Buy	64,163 +5,912	+10%	+$343K	0.78%	41
2022 Q4	$3.37M	Buy	58,251 +34,385	+144%	+$1.99M	0.76%	41
2022 Q3	$1.38M	Buy	+23,866	New	+$1.4M	0.33%	61

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

OWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s VGSH Position: Q2 2025 in Review

P.J. Schmidt Investment Management (PJS) sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 4,924 shares — an estimated $289K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in VGSH in Q3 2022 and held it in 11 quarters. The position peaked at $3.75M in Q1 2023. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

P.J. Schmidt Investment Management (PJS) reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 4,924 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $289K.
P.J. Schmidt Investment Management (PJS) first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and held it in 11 quarters.
P.J. Schmidt Investment Management (PJS)'s Vanguard Short-Term Treasury ETF position peaked at $3.75M in Q1 2023.
943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2025, filed 1 Aug 2025.