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

PBMares 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
2025 Q3	$268K	Hold	4,548	–	–	0.04%	164
2025 Q2	$267K	Hold	4,548	–	–	0.05%	158
2025 Q1	$267K	Buy	4,548 +30	+0.7%	+$1.75K	0.05%	163
2024 Q4	$263K	Hold	4,518	–	–	0.05%	165
2024 Q3	$267K	Buy	4,518 +88	+2%	+$5.15K	0.06%	159
2024 Q2	$257K	Hold	4,430	–	–	0.06%	154
2024 Q1	$257K	Hold	4,430	–	–	0.07%	156
2023 Q4	$258K	Hold	4,430	–	–	0.08%	145
2023 Q3	$255K	Hold	4,430	–	–	0.09%	140
2023 Q2	$256K	Hold	4,430	–	–	0.09%	144
2023 Q1	$259K	Sell	4,430 -998	-18%	-$57.9K	0.1%	141
2022 Q4	$314K	Sell	5,428 -8,272	-60%	-$478K	0.13%	121
2022 Q3	$792K	Hold	13,700	–	–	0.35%	54
2022 Q2	$806K	Buy	13,700 +6,737	+97%	+$397K	0.35%	53
2022 Q1	$413K	Buy	+6,963	New	+$418K	0.25%	97
2021 Q4	–	Sell	-4,044	Closed	-$248K	–	161
2021 Q3	$248K	Buy	+4,044	New	+$249K	0.12%	134

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

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 Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

PBMares Wealth Management's VGSH Position: Q3 2025 in Review

PBMares Wealth Management held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q3 2025 at 4,548 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #164.

PBMares Wealth Management first reported a position in VGSH in Q3 2021 and has held it in 16 quarters since. The position peaked at $806K in Q2 2022. 937 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

PBMares Wealth Management held 4,548 shares of Vanguard Short-Term Treasury ETF worth $268K as of Q3 2025.
PBMares Wealth Management left its Vanguard Short-Term Treasury ETF share count unchanged in Q3 2025.
Vanguard Short-Term Treasury ETF made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #164 holding.
PBMares Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and has held it in 16 quarters since.
PBMares Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $806K in Q2 2022.
937 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.