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

Waldron Private 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
Q2 		– Sell
-5,324
Closed -$312K – 305
2025
Q1 		$312K Buy
+5,324
New +$311K 0.01% 242
2020
Q3 		– Sell
-4,845
Closed -$301K – 282
2020
Q2 		$301K Buy
+4,845
New +$301K 0.03% 202

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
Bank of America
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
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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Waldron Private Wealth's VGSH Position: Q2 2025 in Review

Waldron Private Wealth sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 5,324 shares — an estimated $312K sold.

Waldron Private Wealth first reported a position in VGSH in Q2 2020 and held it in 2 quarters. The position peaked at $312K in Q1 2025. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

  • Waldron Private Wealth reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 5,324 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $312K.
  • Waldron Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and held it in 2 quarters.
  • Waldron Private Wealth's Vanguard Short-Term Treasury ETF position peaked at $312K in Q1 2025.
  • 943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Waldron Private Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.