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WMS Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

WMS Partners’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
Q1 		– Sell
-24,984
Closed -$1.45M – 266
2024
Q4 		$1.45M Sell
24,984
-6,286
-20% -$367K 0.08% 100
2024
Q3 		$1.85M Sell
31,270
-2,535
-7% -$148K 0.1% 84
2024
Q2 		$1.96M Sell
33,805
-2,158
-6% -$125K 0.13% 65
2024
Q1 		$2.09M Sell
35,963
-2,556
-7% -$149K 0.14% 61
2023
Q4 		$2.25M Sell
38,519
-58,880
-60% -$3.4M 0.17% 57
2023
Q3 		$5.61M Sell
97,399
-49,183
-34% -$2.83M 0.44% 38
2023
Q2 		$8.46M Sell
146,582
-130,511
-47% -$7.6M 0.67% 27
2023
Q1 		$16.2M Sell
277,093
-128,613
-32% -$7.47M 1.42% 19
2022
Q4 		$23.5M Buy
405,706
+154,881
+62% +$8.95M 2.32% 14
2022
Q3 		$14.5M Buy
250,825
+210,960
+529% +$12.4M 1.97% 15
2022
Q2 		$2.35M Buy
+39,865
New +$2.35M 0.37% 45

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

WMS Partners's VGSH Position: Q1 2025 in Review

WMS Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 24,984 shares — an estimated $1.45M sold.

WMS Partners first reported a position in VGSH in Q2 2022 and held it in 11 quarters. The position peaked at $23.5M in Q4 2022. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

  • WMS Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 24,984 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $1.45M.
  • WMS Partners first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and held it in 11 quarters.
  • WMS Partners's Vanguard Short-Term Treasury ETF position peaked at $23.5M in Q4 2022.
  • 930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.