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

49 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 Q2	$1.07M	Sell	18,462 -414,080	-96%	-$24.1M	0.2%	74
2026 Q1	$25.3M	Sell	432,542 -491,306	-53%	-$28.8M	1.9%	13
2025 Q4	$54.3M	Buy	923,848 +189,273	+26%	+$11.1M	4.42%	6
2025 Q3	$43.2M	Buy	734,575 +602,149	+455%	+$35.3M	4.08%	8
2025 Q2	$7.78M	Buy	132,426 +77,056	+139%	+$4.51M	0.83%	21
2025 Q1	$3.25M	Sell	55,370 -41,541	-43%	-$2.42M	0.39%	32
2024 Q4	$5.64M	Buy	96,911 +27,638	+40%	+$1.61M	0.8%	26
2024 Q3	$4.09M	Buy	+69,273	New	+$4.06M	0.67%	25

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

49 Wealth Management's VGSH Position: Q2 2026 in Review

49 Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 96% in Q2 2026, selling an estimated $24.1M and leaving 18,462 shares worth $1.07M. The position accounts for 0.2% of the portfolio, ranked #74.

49 Wealth Management first reported a position in VGSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $54.3M in Q4 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

49 Wealth Management held 18,462 shares of Vanguard Short-Term Treasury ETF worth $1.07M as of Q2 2026.
49 Wealth Management sold 414,080 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $24.1M.
Vanguard Short-Term Treasury ETF made up 0.2% of 49 Wealth Management's portfolio in Q2 2026, its #74 holding.
49 Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
49 Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $54.3M in Q4 2025.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.