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

Activest 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	–	Sell	-57	Closed	-$3.34K	–	1499
2026 Q1	$3.34K	Hold	57	–	–	﹤0.01%	890
2025 Q4	$3.35K	Hold	57	–	–	﹤0.01%	822
2025 Q3	$3.35K	Buy	+57	New	+$3.34K	﹤0.01%	711
2023 Q3	–	Sell	-2,652	Closed	-$204K	–	398
2023 Q2	$204K	Buy	+2,652	New	+$154K	0.14%	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

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

Activest Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026, closing a stake of 57 shares — an estimated $3.34K sold.

Activest Wealth Management first reported a position in VGSH in Q2 2023 and held it in 4 quarters. The position peaked at $204K in Q2 2023. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Activest Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 57 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $3.34K.
Activest Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and held it in 4 quarters.
Activest Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $204K in Q2 2023.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.