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Westwood Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Westwood Wealth Management’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
2026
Q1 		– Sell
-41,925
Closed -$2.46M – 118
2025
Q4 		$2.46M Buy
+41,925
New +$2.46M 1.85% 16

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Westwood Wealth Management's VGSH Position: Q1 2026 in Review

Westwood Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 41,925 shares — an estimated $2.46M sold.

Westwood Wealth Management first reported a position in VGSH in Q4 2025 and held it in 1 quarter. The position peaked at $2.46M in Q4 2025. 1,053 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

  • Westwood Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 41,925 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $2.46M.
  • Westwood Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $2.46M in Q4 2025.
  • 1,053 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.