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

Transform Wealth’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
Q1 		$4.63M Sell
78,941
-20,268
-20% -$1.18M 0.28% 77
2024
Q4 		$5.77M Buy
+99,209
New +$5.79M 0.32% 72

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Transform Wealth's VGSH Position: Q1 2025 in Review

Transform Wealth reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 20% in Q1 2025, selling an estimated $1.18M and leaving 78,941 shares worth $4.63M. The position accounts for 0.28% of the portfolio, ranked #77.

Transform Wealth first reported a position in VGSH in Q4 2024 and has held it in 2 quarters since. The position peaked at $5.77M in Q4 2024. 931 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

  • Transform Wealth held 78,941 shares of Vanguard Short-Term Treasury ETF worth $4.63M as of Q1 2025.
  • Transform Wealth sold 20,268 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $1.18M.
  • Vanguard Short-Term Treasury ETF made up 0.28% of Transform Wealth's portfolio in Q1 2025, its #77 holding.
  • Transform Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 2 quarters since.
  • Transform Wealth's Vanguard Short-Term Treasury ETF position peaked at $5.77M in Q4 2024.
  • 931 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.