Union Savings Bank’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Union Savings Bank’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 Q2	$86.6K	Hold	1,479	–	–	0.04%	189
2025 Q1	$86.8K	Hold	1,479	–	–	0.04%	189
2024 Q4	$86K	Hold	1,479	–	–	0.04%	189
2024 Q3	$87.3K	Hold	1,479	–	–	0.04%	191
2024 Q2	$85.8K	Hold	1,479	–	–	0.05%	190
2024 Q1	$85.9K	Buy	1,479 +854	+137%	+$49.7K	0.04%	189
2023 Q4	$36.5K	Hold	625	–	–	0.02%	228
2023 Q3	$36K	Buy	+625	New	+$36K	0.02%	225

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Union Savings Bank's VGSH Position: Q2 2025 in Review

Union Savings Bank held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2025 at 1,479 shares worth $86.6K. The position accounts for 0.04% of the portfolio, ranked #189.

Union Savings Bank first reported a position in VGSH in Q3 2023 and has held it in 8 quarters since. The position peaked at $87.3K in Q3 2024. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

Union Savings Bank held 1,479 shares of Vanguard Short-Term Treasury ETF worth $86.6K as of Q2 2025.
Union Savings Bank left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2025.
Vanguard Short-Term Treasury ETF made up 0.04% of Union Savings Bank's portfolio in Q2 2025, its #189 holding.
Union Savings Bank first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 8 quarters since.
Union Savings Bank's Vanguard Short-Term Treasury ETF position peaked at $87.3K in Q3 2024.
943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Union Savings Bank's 13F filing for Q2 2025, filed 8 Aug 2025.