Red Tortoise LLC’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Red Tortoise LLC’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 Q1	$1.34M	Buy	22,830 +112	+0.5%	+$6.57K	0.56%	43
2025 Q4	$1.33M	Buy	22,718 +235	+1%	+$13.8K	0.57%	43
2025 Q3	$1.32M	Buy	22,483 +120	+0.5%	+$7.04K	0.57%	43
2025 Q2	$1.31M	Buy	22,363 +186	+0.8%	+$10.9K	0.63%	38
2025 Q1	$1.3M	Buy	22,177 +112	+0.5%	+$6.54K	0.67%	34
2024 Q4	$1.28M	Buy	22,065 +520	+2%	+$30.3K	0.67%	38
2024 Q3	$1.27M	Buy	21,545 +171	+0.8%	+$10K	0.63%	39
2024 Q2	$1.24M	Buy	21,374 +4,467	+26%	+$258K	0.67%	36
2024 Q1	$982K	Buy	16,907 +106	+0.6%	+$6.16K	0.55%	41
2023 Q4	$980K	Buy	16,801 +215	+1%	+$12.4K	0.55%	42
2023 Q3	$955K	Sell	16,586 -23,630	-59%	-$1.36M	0.64%	35
2023 Q2	$2.32M	Sell	40,216 -30	-0.1%	-$1.75K	1.46%	17
2023 Q1	$2.36M	Buy	40,246 +695	+2%	+$40.4K	1.58%	17
2022 Q4	$2.29M	Buy	+39,551	New	+$2.28M	1.59%	16
2021 Q4	–	Sell	-39,494	Closed	-$2.28M	–	486
2021 Q3	$2.28M	Buy	+39,494	New	+$2.43M	1.78%	18

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Red Tortoise LLC's VGSH Position: Q1 2026 in Review

Red Tortoise LLC increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.49% in Q1 2026, buying an estimated $6.57K and bringing the position to 22,830 shares worth $1.34M. The position accounts for 0.56% of the portfolio, ranked #43.

Red Tortoise LLC first reported a position in VGSH in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.36M in Q1 2023. 1,062 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Red Tortoise LLC held 22,830 shares of Vanguard Short-Term Treasury ETF worth $1.34M as of Q1 2026.
Red Tortoise LLC bought 112 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $6.57K.
Vanguard Short-Term Treasury ETF made up 0.56% of Red Tortoise LLC's portfolio in Q1 2026, its #43 holding.
Red Tortoise LLC first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's Vanguard Short-Term Treasury ETF position peaked at $2.36M in Q1 2023.
1,062 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.