55 North Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

55 North Private Wealth’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	–	Sell	-3,961	Closed	-$232K	–	324
2026 Q1	$232K	Hold	3,961	–	–	0.06%	176
2025 Q4	$233K	Buy	+3,961	New	+$233K	0.06%	160

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

55 North Private Wealth's VGSH Position: Q2 2026 in Review

55 North Private Wealth sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026, closing a stake of 3,961 shares — an estimated $232K sold.

55 North Private Wealth first reported a position in VGSH in Q4 2025 and held it in 2 quarters. The position peaked at $233K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

55 North Private Wealth reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
55 North Private Wealth sold 3,961 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $232K.
55 North Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and held it in 2 quarters.
55 North Private Wealth's Vanguard Short-Term Treasury ETF position peaked at $233K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.