Sovereign Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Sovereign Investment 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 Q2	–	Sell	-4,874	Closed	-$283K	–	39
2025 Q1	$283K	Buy	+4,874	New	+$284K	0.1%	33
2024 Q3	–	Sell	-4,874	Closed	-$284K	–	35
2024 Q2	$284K	Hold	4,874	–	–	0.11%	33
2024 Q1	$283K	Hold	4,874	–	–	0.1%	34
2023 Q4	$284K	Hold	4,874	–	–	0.11%	33
2023 Q3	$281K	Hold	4,874	–	–	0.11%	35
2023 Q2	$281K	Hold	4,874	–	–	0.11%	37
2023 Q1	$285K	Hold	4,874	–	–	0.11%	33
2022 Q4	$282K	Hold	4,874	–	–	0.12%	32
2022 Q3	$282K	Hold	4,874	–	–	0.13%	32
2022 Q2	$287K	Hold	4,874	–	–	0.12%	32
2022 Q1	$289K	Hold	4,874	–	–	0.11%	29
2021 Q4	$296K	Hold	4,874	–	–	0.12%	29
2021 Q3	$299K	Buy	+4,874	New	+$300K	0.12%	30

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OWM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Sovereign Investment Advisors's VGSH Position: Q2 2025 in Review

Sovereign Investment Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 4,874 shares — an estimated $283K sold.

Sovereign Investment Advisors first reported a position in VGSH in Q3 2021 and held it in 13 quarters. The position peaked at $299K in Q3 2021. 945 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

Sovereign Investment Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Sovereign Investment Advisors sold 4,874 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $283K.
Sovereign Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and held it in 13 quarters.
Sovereign Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $299K in Q3 2021.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Sovereign Investment Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.