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Steinberganna Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Steinberganna 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
-4,697
Closed -$276K – 140
2025
Q3 		$276K Buy
+4,697
New +$276K 0.13% 94

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.15T AUM 47.82% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Steinberganna Wealth Management's VGSH Position: Q4 2025 in Review

Steinberganna Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025, closing a stake of 4,697 shares — an estimated $276K sold.

Steinberganna Wealth Management first reported a position in VGSH in Q3 2025 and held it in 1 quarter. The position peaked at $276K in Q3 2025. 1,047 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

  • Steinberganna Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Steinberganna Wealth Management sold 4,697 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $276K.
  • Steinberganna Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Steinberganna Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $276K in Q3 2025.
  • 1,047 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Steinberganna Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.