SW
VGSH icon

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

Schulz Wealth’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
Q4 		$2.75M Sell
46,843
-781
-2% -$45.9K 1.76% 15
2025
Q3 		$2.8M Buy
47,624
+5,174
+12% +$304K 1.85% 15
2025
Q2 		$2.5M Buy
42,450
+7,907
+23% +$463K 1.87% 13
2025
Q1 		$2.03M Buy
+34,543
New +$2.02M 1.55% 14

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northern Trust
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Schulz Wealth's VGSH Position: Q4 2025 in Review

Schulz Wealth reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.6% in Q4 2025, selling an estimated $45.9K and leaving 46,843 shares worth $2.75M. The position accounts for 1.76% of the portfolio, ranked #15.

Schulz Wealth first reported a position in VGSH in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.8M in Q3 2025. 1,039 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

  • Schulz Wealth held 46,843 shares of Vanguard Short-Term Treasury ETF worth $2.75M as of Q4 2025.
  • Schulz Wealth sold 781 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $45.9K.
  • Vanguard Short-Term Treasury ETF made up 1.76% of Schulz Wealth's portfolio in Q4 2025, its #15 holding.
  • Schulz Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 4 quarters since.
  • Schulz Wealth's Vanguard Short-Term Treasury ETF position peaked at $2.8M in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.