Tobias Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Tobias Financial 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 Q3	–	Sell	-3,758	Closed	-$221K	–	136
2025 Q2	$221K	Buy	+3,758	New	+$220K	0.04%	116
2024 Q2	–	Sell	-3,778	Closed	-$219K	–	108
2024 Q1	$219K	Hold	3,778	–	–	0.05%	92
2023 Q4	$220K	Hold	3,778	–	–	0.05%	87
2023 Q3	$218K	Hold	3,778	–	–	0.06%	83
2023 Q2	$218K	Sell	3,778 -188	-5%	-$10.9K	0.06%	87
2023 Q1	$232K	Buy	+3,966	New	+$230K	0.07%	76

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Tobias Financial Advisors's VGSH Position: Q3 2025 in Review

Tobias Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 3,758 shares — an estimated $221K sold.

Tobias Financial Advisors first reported a position in VGSH in Q1 2023 and held it in 6 quarters. The position peaked at $232K in Q1 2023. 938 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

Tobias Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Tobias Financial Advisors sold 3,758 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $221K.
Tobias Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 6 quarters.
Tobias Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $232K in Q1 2023.
938 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Tobias Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.