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Strategic Wealth Investment Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Strategic Wealth Investment 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
Q4 		– Sell
-6,769
Closed -$398K – 126
2025
Q3 		$398K Buy
+6,769
New +$397K 0.03% 90
2025
Q1 		– Sell
-23,683
Closed -$1.38M – 117
2024
Q4 		$1.38M Sell
23,683
-26,498
-53% -$1.55M 0.15% 63
2024
Q3 		$2.95M Sell
50,181
-349,620
-87% -$20.5M 0.32% 55
2024
Q2 		$23.1M Buy
+399,801
New +$23.1M 2.92% 6
2023
Q4 		$21.1M Buy
361,609
+16,502
+5% +$954K 3.17% 7
2023
Q3 		$19.9M Buy
345,107
+10,155
+3% +$585K 3.6% 7
2023
Q2 		$19.3M Buy
334,952
+48,183
+17% +$2.81M 3.07% 8
2023
Q1 		$16.8M Buy
286,769
+42,846
+18% +$2.49M 3.11% 8
2022
Q4 		$14.2M Buy
243,923
+33,234
+16% +$1.92M 3.29% 7
2022
Q3 		$12.2M Buy
210,689
+5,388
+3% +$315K 3.5% 8
2022
Q2 		$12.1M Sell
205,301
-301,077
-59% -$17.8M 3.03% 7
2022
Q1 		$30M Sell
506,378
-4,923
-1% -$296K 7.16% 2
2021
Q4 		$31.1M Sell
511,301
-50,601
-9% -$3.09M 8.09% 2
2021
Q3 		$34.5M Sell
561,902
-23,816
-4% -$1.46M 10.31% 2
2021
Q2 		$36M Buy
585,718
+97,078
+20% +$5.97M 12.75% 2
2021
Q1 		$30.1M Buy
488,640
+195,656
+67% +$12M 14.42% 1
2020
Q4 		$18M Buy
292,984
+161,513
+123% +$10M 10.57% 2
2020
Q3 		$8.16M Buy
131,471
+42,055
+47% +$2.61M 6.14% 3
2020
Q2 		$5.56M Buy
+89,416
New +$5.56M 5.45% 3

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 $3.37T AUM 44.26% 1-Year Est. Return

Strategic Wealth Investment Group's VGSH Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025, closing a stake of 6,769 shares — an estimated $398K sold.

Strategic Wealth Investment Group first reported a position in VGSH in Q2 2020 and held it in 19 quarters. The position peaked at $36M in Q2 2021. 1,045 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

  • Strategic Wealth Investment Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 6,769 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $398K.
  • Strategic Wealth Investment Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and held it in 19 quarters.
  • Strategic Wealth Investment Group's Vanguard Short-Term Treasury ETF position peaked at $36M in Q2 2021.
  • 1,045 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.