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Siligmueller & Norvid Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
Q3 		$733K Buy
11,724
+1,839
+19% +$108K 0.33% 65
2025
Q2 		$578K Sell
9,885
-3,236
-25% -$190K 0.22% 68
2025
Q1 		$770K Sell
13,121
-120
-0.9% -$7K 0.33% 51
2024
Q4 		$770K Buy
+13,241
New +$773K 0.33% 55

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's VGSH Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 19% in Q3 2025, buying an estimated $108K and bringing the position to 11,724 shares worth $733K. The position accounts for 0.33% of the portfolio, ranked #65.

Siligmueller & Norvid Wealth Advisors first reported a position in VGSH in Q4 2024 and has held it in 4 quarters since. The position peaked at $770K in Q4 2024. 936 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 11,724 shares of Vanguard Short-Term Treasury ETF worth $733K as of Q3 2025.
  • Siligmueller & Norvid Wealth Advisors bought 1,839 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $108K.
  • Vanguard Short-Term Treasury ETF made up 0.33% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #65 holding.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
  • Siligmueller & Norvid Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $770K in Q4 2024.
  • 936 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.