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

Accurate 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	$2.82M	Buy	48,610 +3,813	+9%	+$222K	0.27%	77
2026 Q1	$2.62M	Sell	44,797 -7,436	-14%	-$436K	0.31%	68
2025 Q4	$3.07M	Buy	52,233 +3,019	+6%	+$177K	0.39%	54
2025 Q3	$2.9M	Buy	49,214 +2,826	+6%	+$166K	0.39%	58
2025 Q2	$2.71M	Sell	46,388 -5,147	-10%	-$301K	0.42%	57
2025 Q1	$3.01M	Buy	51,535 +8,223	+19%	+$480K	0.58%	40
2024 Q4	$2.52M	Buy	43,312 +8,543	+25%	+$499K	0.48%	56
2024 Q3	$2.04M	Buy	34,769 +7,006	+25%	+$410K	0.41%	66
2024 Q2	$1.62M	Buy	27,763 +2,073	+8%	+$120K	0.39%	66
2024 Q1	$1.48M	Buy	25,690 +17,780	+225%	+$1.03M	0.43%	66
2023 Q4	$462K	Buy	7,910 +628	+9%	+$36.3K	0.14%	143
2023 Q3	$418K	Sell	7,282 -448	-6%	-$25.8K	0.13%	150
2023 Q2	$447K	Buy	7,730 +1,924	+33%	+$112K	0.14%	149
2023 Q1	$339K	Buy	5,806 +3,257	+128%	+$189K	0.12%	178
2022 Q4	$148K	Buy	+2,549	New	+$147K	0.05%	245

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

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

Accurate Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 8.5% in Q2 2026, buying an estimated $222K and bringing the position to 48,610 shares worth $2.82M. The position accounts for 0.27% of the portfolio, ranked #77.

Accurate Wealth Management first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.07M in Q4 2025. 1,096 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Accurate Wealth Management held 48,610 shares of Vanguard Short-Term Treasury ETF worth $2.82M as of Q2 2026.
Accurate Wealth Management bought 3,813 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $222K.
Vanguard Short-Term Treasury ETF made up 0.27% of Accurate Wealth Management's portfolio in Q2 2026, its #77 holding.
Accurate Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Accurate Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $3.07M in Q4 2025.
1,096 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.