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

Principle Wealth 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 Q3	–	Sell	-10,390	Closed	-$611K	–	370
2025 Q2	$611K	Buy	+10,390	New	+$609K	0.04%	213
2024 Q2	–	Sell	-34,866	Closed	-$2.02M	–	343
2024 Q1	$2.02M	Sell	34,866 -6,586	-16%	-$383K	0.16%	120
2023 Q4	$2.42M	Sell	41,452 -8,031	-16%	-$464K	0.21%	105
2023 Q3	$2.85M	Sell	49,483 -18,829	-28%	-$1.09M	0.29%	83
2023 Q2	$3.94M	Sell	68,312 -1,693	-2%	-$98.6K	0.4%	61
2023 Q1	$4.1M	Buy	70,005 +24,913	+55%	+$1.45M	0.44%	55
2022 Q4	$2.61M	Buy	45,092 +24,725	+121%	+$1.43M	0.3%	83
2022 Q3	$1.18K	Sell	20,367 -2,721	-12%	-$159K	0.11%	110
2022 Q2	$1.36M	Buy	+23,088	New	+$1.36M	0.16%	110
2020 Q3	–	Sell	-800	Closed	-$50K	–	418
2020 Q2	$50K	Buy	+800	New	+$49.8K	0.01%	277
2020 Q1	–	Sell	-24,158	Closed	-$1.47M	–	167
2019 Q4	$1.47M	Buy	24,158 +656	+3%	+$39.9K	0.47%	45
2019 Q3	$1.43M	Sell	23,502 -3,383	-13%	-$206K	0.5%	44
2019 Q2	$1.64M	Sell	26,885 -33,420	-55%	-$2.02M	0.84%	33
2019 Q1	$3.64M	Buy	60,305 +12,456	+26%	+$749K	2.08%	10
2018 Q4	$2.88M	Buy	+47,849	New	+$2.86M	2.41%	10

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

Principle Wealth Partners's VGSH Position: Q3 2025 in Review

Principle Wealth Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 10,390 shares — an estimated $611K sold.

Principle Wealth Partners first reported a position in VGSH in Q4 2018 and held it in 15 quarters. The position peaked at $4.1M in Q1 2023. 936 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

Principle Wealth Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Principle Wealth Partners sold 10,390 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $611K.
Principle Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and held it in 15 quarters.
Principle Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $4.1M in Q1 2023.
936 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Principle Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.