Stephens Consulting’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Stephens Consulting’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	$16.4K	Sell	279 -282	-50%	-$16.6K	0.01%	212
2025 Q3	$33K	Buy	561 +333	+146%	+$19.5K	0.01%	163
2025 Q2	$13.4K	Buy	228 +2	+0.9%	+$117	﹤0.01%	303
2025 Q1	$13.3K	Buy	226 +2	+0.9%	+$117	﹤0.01%	300
2024 Q4	$13.1K	Buy	+224	New	+$13.1K	﹤0.01%	319
2024 Q2	–	Sell	-83	Closed	-$4.82K	–	664
2024 Q1	$4.82K	Sell	83 -211	-72%	-$12.3K	﹤0.01%	370
2023 Q4	$17.1K	Hold	294	–	–	0.01%	266
2023 Q3	$16.9K	Hold	294	–	–	0.01%	257
2023 Q2	$17K	Hold	294	–	–	0.01%	255
2023 Q1	$17.2K	Buy	294 +1	+0.3%	+$58	0.01%	260
2022 Q4	$17K	Buy	+293	New	+$16.9K	0.01%	246
2022 Q1	–	Sell	-151	Closed	-$9.16K	–	688
2021 Q4	$9.16K	Buy	+151	New	+$9.23K	0.01%	411

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

Stephens Consulting's VGSH Position: Q4 2025 in Review

Stephens Consulting reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 50% in Q4 2025, selling an estimated $16.6K and leaving 279 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #212.

Stephens Consulting first reported a position in VGSH in Q4 2021 and has held it in 12 quarters since. The position peaked at $33K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

Stephens Consulting held 279 shares of Vanguard Short-Term Treasury ETF worth $16.4K as of Q4 2025.
Stephens Consulting sold 282 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $16.6K.
Vanguard Short-Term Treasury ETF made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #212 holding.
Stephens Consulting first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 12 quarters since.
Stephens Consulting's Vanguard Short-Term Treasury ETF position peaked at $33K in Q3 2025.
1,045 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.