Salomon & Ludwin’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Salomon & Ludwin’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	$25.3M	Buy	431,303 +27,414	+7%	+$1.61M	2.26%	12
2025 Q4	$23.7M	Buy	403,889 +18,158	+5%	+$1.07M	2.1%	13
2025 Q3	$22.7M	Buy	385,731 +12,274	+3%	+$720K	2.04%	13
2025 Q2	$21.9M	Buy	373,457 +18,006	+5%	+$1.05M	2.16%	14
2025 Q1	$20.9M	Buy	355,451 +17,997	+5%	+$1.05M	2.22%	14
2024 Q4	$19.6M	Buy	337,454 +4,198	+1%	+$245K	2.08%	14
2024 Q3	$19.7M	Buy	333,256 +27,077	+9%	+$1.59M	2%	16
2024 Q2	$17.8M	Sell	306,179 -128,895	-30%	-$7.45M	1.99%	15
2024 Q1	$25.3M	Buy	435,074 +101,555	+30%	+$5.91M	2.17%	13
2023 Q4	$19.6M	Hold	333,519	–	–	2.05%	13
2023 Q3	$19.6M	Buy	333,519 +55,933	+20%	+$3.22M	2.05%	13
2023 Q2	$16M	Buy	277,586 +19,117	+7%	+$1.11M	1.71%	19
2023 Q1	$15.1M	Buy	258,469 +2,331	+0.9%	+$135K	1.8%	18
2022 Q4	$14.8M	Buy	+256,138	New	+$14.8M	1.88%	17

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Salomon & Ludwin's VGSH Position: Q1 2026 in Review

Salomon & Ludwin increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 6.8% in Q1 2026, buying an estimated $1.61M and bringing the position to 431,303 shares worth $25.3M. The position accounts for 2.26% of the portfolio, ranked #12.

Salomon & Ludwin first reported a position in VGSH in Q4 2022 and has held it in 14 quarters since. 1,053 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Salomon & Ludwin held 431,303 shares of Vanguard Short-Term Treasury ETF worth $25.3M as of Q1 2026.
Salomon & Ludwin bought 27,414 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $1.61M.
Vanguard Short-Term Treasury ETF made up 2.26% of Salomon & Ludwin's portfolio in Q1 2026, its #12 holding.
Salomon & Ludwin first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
1,053 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.