Vertex Planning Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Vertex Planning Partners’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	–	Sell	-11,484	Closed	-$668K	–	195
2024 Q4	$668K	Buy	11,484 +320	+3%	+$18.7K	0.15%	83
2024 Q3	$659K	Buy	11,164 +1,025	+10%	+$60K	0.16%	69
2024 Q2	$588K	Buy	10,139 +660	+7%	+$38.1K	0.15%	72
2024 Q1	$550K	Buy	9,479 +1,898	+25%	+$110K	0.15%	80
2023 Q4	$442K	Buy	7,581 +730	+11%	+$42.2K	0.13%	91
2023 Q3	$395K	Buy	6,851 +549	+9%	+$31.6K	0.14%	80
2023 Q2	$364K	Buy	6,302 +692	+12%	+$40.3K	0.12%	85
2023 Q1	$328K	Buy	5,610 +502	+10%	+$29.1K	0.12%	84
2022 Q4	$295K	Buy	+5,108	New	+$295K	0.12%	108

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

OWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Vertex Planning Partners's VGSH Position: Q1 2025 in Review

Vertex Planning Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 11,484 shares — an estimated $668K sold.

Vertex Planning Partners first reported a position in VGSH in Q4 2022 and held it in 9 quarters. The position peaked at $668K in Q4 2024. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

Vertex Planning Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Vertex Planning Partners sold 11,484 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $668K.
Vertex Planning Partners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 9 quarters.
Vertex Planning Partners's Vanguard Short-Term Treasury ETF position peaked at $668K in Q4 2024.
930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Vertex Planning Partners's 13F filing for Q1 2025, filed 14 May 2025.