WF
VGSH icon

Welch & Forbes’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Welch & Forbes’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
-5,612
Closed -$329K – 383
2025
Q1 		$329K Buy
+5,612
New +$328K ﹤0.01% 306

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

Welch & Forbes's VGSH Position: Q2 2025 in Review

Welch & Forbes sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 5,612 shares — an estimated $329K sold.

Welch & Forbes first reported a position in VGSH in Q1 2025 and held it in 1 quarter. The position peaked at $329K in Q1 2025. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

  • Welch & Forbes reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Welch & Forbes sold 5,612 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $329K.
  • Welch & Forbes first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Welch & Forbes's Vanguard Short-Term Treasury ETF position peaked at $329K in Q1 2025.
  • 943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Welch & Forbes's 13F filing for Q2 2025, filed 5 Aug 2025.