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

Verum 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 Q4	–	Sell	-3,984	Closed	-$234K	–	176
2025 Q3	$234K	Sell	3,984 -9	-0.2%	-$528	0.05%	155
2025 Q2	$235K	Sell	3,993 -2,487	-38%	-$146K	0.05%	150
2025 Q1	$380K	Sell	6,480 -24,410	-79%	-$1.42M	0.1%	105
2024 Q4	$1.8M	Sell	30,890 -2,396	-7%	-$140K	0.52%	40
2024 Q3	$1.96M	Sell	33,286 -14,771	-31%	-$865K	0.58%	34
2024 Q2	$2.79M	Sell	48,057 -16,769	-26%	-$969K	0.9%	26
2024 Q1	$3.76M	Sell	64,826 -40,622	-39%	-$2.36M	1.34%	19
2023 Q4	$6.15M	Sell	105,448 -24,315	-19%	-$1.41M	2.43%	10
2023 Q3	$7.47M	Buy	129,763 +23,349	+22%	+$1.35M	3.34%	6
2023 Q2	$6.14M	Buy	106,414 +833	+0.8%	+$48.5K	5.58%	2
2023 Q1	$6.18M	Buy	105,581 +8,613	+9%	+$500K	6.6%	2
2022 Q4	$5.61M	Buy	+96,968	New	+$5.6M	6.89%	1

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

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

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

OWM

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Verum Partners's VGSH Position: Q4 2025 in Review

Verum Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025, closing a stake of 3,984 shares — an estimated $234K sold.

Verum Partners first reported a position in VGSH in Q4 2022 and held it in 12 quarters. The position peaked at $7.47M in Q3 2023. 1,039 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

Verum Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Verum Partners sold 3,984 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $234K.
Verum Partners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 12 quarters.
Verum Partners's Vanguard Short-Term Treasury ETF position peaked at $7.47M in Q3 2023.
1,039 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Verum Partners's 13F filing for Q4 2025, filed 14 Jan 2026.