Seven Post Investment Office’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Seven Post Investment Office’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 Q2	–	Sell	-91,987	Closed	-$5.4M	–	40
2025 Q1	$5.4M	Buy	91,987 +3,488	+4%	+$204K	2.06%	11
2024 Q4	$5.15M	Sell	88,499 -694	-0.8%	-$40.5K	1.97%	11
2024 Q3	$5.26M	Sell	89,193 -257	-0.3%	-$15.1K	0.8%	18
2024 Q2	$5.19M	Buy	89,450 +5,980	+7%	+$346K	0.96%	17
2024 Q1	$4.85M	Buy	83,470 +3,414	+4%	+$199K	1.18%	16
2023 Q4	$4.67M	Buy	80,056 +3,380	+4%	+$195K	1.18%	17
2023 Q3	$4.42M	Buy	76,676 +8,814	+13%	+$508K	1.22%	18
2023 Q2	$3.92M	Sell	67,862 -20,339	-23%	-$1.18M	1.19%	16
2023 Q1	$5.16M	Sell	88,201 -1,731	-2%	-$101K	1.86%	11
2022 Q4	$5.2M	Buy	+89,932	New	+$5.2M	1.83%	12

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

OWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

Seven Post Investment Office's VGSH Position: Q2 2025 in Review

Seven Post Investment Office sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 91,987 shares — an estimated $5.4M sold.

Seven Post Investment Office first reported a position in VGSH in Q4 2022 and held it in 10 quarters. The position peaked at $5.4M in Q1 2025. 944 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

Seven Post Investment Office reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Seven Post Investment Office sold 91,987 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $5.4M.
Seven Post Investment Office first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 10 quarters.
Seven Post Investment Office's Vanguard Short-Term Treasury ETF position peaked at $5.4M in Q1 2025.
944 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Seven Post Investment Office's 13F filing for Q2 2025, filed 15 Jul 2025.