Wealthspire Advisors (New York)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Wealthspire Advisors (New York)’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	-374	Closed	-$22K	–	2832
2025 Q3	$22K	Buy	+374	New	+$21.9K	﹤0.01%	1631
2022 Q2	–	Sell	-43,665	Closed	-$2.59M	–	526
2022 Q1	$2.59M	Hold	43,665	–	–	0.06%	109
2021 Q4	$2.66M	Hold	43,665	–	–	0.06%	118
2021 Q3	$2.68M	Hold	43,665	–	–	0.06%	138
2021 Q2	$2.68M	Sell	43,665 -4,333	-9%	-$267K	0.07%	95
2021 Q1	$2.95M	Sell	47,998 -18,482	-28%	-$1.14M	0.07%	131
2020 Q4	$4.09M	Buy	66,480 +3,390	+5%	+$210K	0.12%	82
2020 Q3	$3.92M	Buy	63,090 +110	+0.2%	+$6.83K	0.23%	51
2020 Q2	$3.92M	Buy	62,980 +4,815	+8%	+$300K	0.27%	41
2020 Q1	$3.63M	Buy	+58,165	New	+$3.57M	0.15%	78

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

Wealthspire Advisors (New York)'s VGSH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025, closing a stake of 374 shares — an estimated $22K sold.

Wealthspire Advisors (New York) first reported a position in VGSH in Q1 2020 and held it in 10 quarters. The position peaked at $4.09M in Q4 2020. 1,041 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 374 Vanguard Short-Term Treasury ETF shares in Q4 2025, an estimated $22K.
Wealthspire Advisors (New York) first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 10 quarters.
Wealthspire Advisors (New York)'s Vanguard Short-Term Treasury ETF position peaked at $4.09M in Q4 2020.
1,041 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.