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Sonora Investment Management Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Sonora Investment Management Group’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
-6,229
Closed -$366K – 322
2025
Q1 		$366K Buy
+6,229
New +$364K 0.03% 196

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Bank of America
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baird Financial Group
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
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

Sonora Investment Management Group's VGSH Position: Q2 2025 in Review

Sonora Investment Management Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 6,229 shares — an estimated $366K sold.

Sonora Investment Management Group first reported a position in VGSH in Q1 2025 and held it in 1 quarter. The position peaked at $366K in Q1 2025. 944 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

  • Sonora Investment Management Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Sonora Investment Management Group sold 6,229 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $366K.
  • Sonora Investment Management Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Sonora Investment Management Group's Vanguard Short-Term Treasury ETF position peaked at $366K in Q1 2025.
  • 944 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Sonora Investment Management Group's 13F filing for Q2 2025, filed 17 Jul 2025.