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

Uptown 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
-3,762
Closed -$221K – 79
2025
Q2 		$221K Hold
3,762
– – 0.19% 68
2025
Q1 		$221K Sell
3,762
-863
-19% -$50.4K 0.23% 66
2024
Q4 		$269K Buy
+4,625
New +$270K 0.29% 49

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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NP
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

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

Uptown Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 3,762 shares — an estimated $221K sold.

Uptown Financial Advisors first reported a position in VGSH in Q4 2024 and held it in 3 quarters. The position peaked at $269K in Q4 2024. 938 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

  • Uptown Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Uptown Financial Advisors sold 3,762 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $221K.
  • Uptown Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and held it in 3 quarters.
  • Uptown Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $269K in Q4 2024.
  • 938 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Uptown Financial Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.