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Spartan Planning & Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Spartan Planning & Wealth Management’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
Q4 		– Sell
-10,980
Closed -$646K – 93
2025
Q3 		$646K Sell
10,980
-3,841
-26% -$225K 0.5% 34
2025
Q2 		$871K Sell
14,821
-62,747
-81% -$3.68M 0.75% 29
2025
Q1 		$4.55M Buy
+77,568
New +$4.53M 4.41% 8

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Spartan Planning & Wealth Management's VGSH Position: Q4 2025 in Review

Spartan Planning & Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025, closing a stake of 10,980 shares — an estimated $646K sold.

Spartan Planning & Wealth Management first reported a position in VGSH in Q1 2025 and held it in 3 quarters. The position peaked at $4.55M in Q1 2025. 1,039 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

  • Spartan Planning & Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 10,980 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $646K.
  • Spartan Planning & Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and held it in 3 quarters.
  • Spartan Planning & Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $4.55M in Q1 2025.
  • 1,039 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.