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ZWJ Investment Counsel’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

ZWJ Investment Counsel’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
-5,622
Closed -$330K – 250
2025
Q1 		$330K Sell
5,622
-319
-5% -$18.6K 0.01% 176
2024
Q4 		$346K Hold
5,941
– – 0.01% 171
2024
Q3 		$351K Hold
5,941
– – 0.01% 178
2024
Q2 		$345K Buy
5,941
+2,249
+61% +$130K 0.02% 177
2024
Q1 		$214K Hold
3,692
– – 0.01% 215
2023
Q4 		$215K Buy
+3,692
New +$213K 0.01% 188

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

ZWJ Investment Counsel's VGSH Position: Q2 2025 in Review

ZWJ Investment Counsel sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 5,622 shares — an estimated $330K sold.

ZWJ Investment Counsel first reported a position in VGSH in Q4 2023 and held it in 6 quarters. The position peaked at $351K in Q3 2024. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

  • ZWJ Investment Counsel reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • ZWJ Investment Counsel sold 5,622 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $330K.
  • ZWJ Investment Counsel first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and held it in 6 quarters.
  • ZWJ Investment Counsel's Vanguard Short-Term Treasury ETF position peaked at $351K in Q3 2024.
  • 943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on ZWJ Investment Counsel's 13F filing for Q2 2025, filed 21 Jul 2025.