SRC
VGSH icon

Shufro Rose & Co’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Shufro Rose & Co’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 		$8.5M Buy
145,157
+7,507
+5% +$441K 0.58% 38
2025
Q4 		$8.08M Buy
137,650
+53,933
+64% +$3.17M 0.55% 39
2025
Q3 		$4.91M Sell
83,717
-484
-0.6% -$28.4K 0.4% 48
2025
Q2 		$4.94M Sell
84,201
-3,838
-4% -$225K 0.4% 49
2025
Q1 		$5.17M Buy
88,039
+7,251
+9% +$423K 0.41% 48
2024
Q4 		$4.7M Buy
80,788
+39,335
+95% +$2.3M 0.36% 50
2024
Q3 		$2.4M Hold
41,453
– – 0.2% 69
2024
Q2 		$2.4M Buy
41,453
+2,962
+8% +$171K 0.2% 69
2024
Q1 		$2.24M Buy
38,491
+8,485
+28% +$493K 0.18% 70
2023
Q4 		$1.73M Sell
30,006
-1,245
-4% -$72K 0.16% 78
2023
Q3 		$1.8M Buy
31,251
+562
+2% +$32.4K 0.17% 76
2023
Q2 		$1.77M Buy
30,689
+3,373
+12% +$196K 0.16% 75
2023
Q1 		$1.6M Buy
27,316
+22,180
+432% +$1.29M 0.15% 85
2022
Q4 		$297K Buy
+5,136
New +$297K 0.03% 237

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Shufro Rose & Co's VGSH Position: Q1 2026 in Review

Shufro Rose & Co increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.5% in Q1 2026, buying an estimated $441K and bringing the position to 145,157 shares worth $8.5M. The position accounts for 0.58% of the portfolio, ranked #38.

Shufro Rose & Co first reported a position in VGSH in Q4 2022 and has held it in 14 quarters since. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

  • Shufro Rose & Co held 145,157 shares of Vanguard Short-Term Treasury ETF worth $8.5M as of Q1 2026.
  • Shufro Rose & Co bought 7,507 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $441K.
  • Vanguard Short-Term Treasury ETF made up 0.58% of Shufro Rose & Co's portfolio in Q1 2026, its #38 holding.
  • Shufro Rose & Co first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.