WFA Asset Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

WFA Asset 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
2025 Q2	–	Sell	-586	Closed	-$34K	–	238
2025 Q1	$34K	Buy	+586	New	+$34.2K	0.02%	125
2024 Q2	–	Sell	-586	Closed	-$34K	–	239
2024 Q1	$34K	Buy	586 +4	+0.7%	+$233	0.02%	126
2023 Q4	$33.9K	Buy	582 +6	+1%	+$347	0.02%	115
2023 Q3	$33.2K	Hold	576	–	–	0.02%	116
2023 Q2	$33.3K	Hold	576	–	–	0.02%	119
2023 Q1	$33.7K	Buy	+576	New	+$33.4K	0.02%	119

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

OWM

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

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

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

WFA Asset Management's VGSH Position: Q2 2025 in Review

WFA Asset Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 586 shares — an estimated $34K sold.

WFA Asset Management first reported a position in VGSH in Q1 2023 and held it in 6 quarters. The position peaked at $34K in Q1 2025. 944 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

WFA Asset Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
WFA Asset Management sold 586 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $34K.
WFA Asset Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 6 quarters.
WFA Asset Management's Vanguard Short-Term Treasury ETF position peaked at $34K in Q1 2025.
944 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on WFA Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.