Advisory Research’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Advisory Research’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	$4.55M	Buy	78,263 +8,606	+12%	+$502K	0.45%	45
2026 Q1	$4.08M	Hold	69,657	–	–	0.5%	45
2025 Q4	$4.09M	Hold	69,657	–	–	0.51%	38
2025 Q3	$4.1M	Hold	69,657	–	–	0.54%	37
2025 Q2	$4.09M	Hold	69,657	–	–	0.63%	38
2025 Q1	$4.09M	Hold	69,657	–	–	0.72%	40
2024 Q4	$4.05M	Hold	69,657	–	–	0.67%	39
2024 Q3	$4.11M	Hold	69,657	–	–	0.73%	42
2024 Q2	$4.04M	Buy	69,657 +38,090	+121%	+$2.2M	0.76%	39
2024 Q1	$1.83M	Hold	31,567	–	–	0.36%	68
2023 Q4	$1.84M	Hold	31,567	–	–	0.28%	90
2023 Q3	$1.82M	Hold	31,567	–	–	0.25%	113
2023 Q2	$1.82M	Hold	31,567	–	–	0.23%	115
2023 Q1	$1.85M	Sell	31,567 -6,970	-18%	-$405K	0.3%	82
2022 Q4	$2.23M	Hold	38,537	–	–	0.21%	76
2022 Q3	$2.23M	Buy	+38,537	New	+$2.26M	0.22%	78
2022 Q2	–	Sell	-8,745	Closed	-$518K	–	434
2022 Q1	$518K	Sell	8,745 -18,250	-68%	-$1.1M	0.04%	245
2021 Q4	$1.64M	Buy	26,995 +11,460	+74%	+$701K	0.13%	141
2021 Q3	$954K	Hold	15,535	–	–	0.06%	202
2021 Q2	$954K	Hold	15,535	–	–	0.06%	213
2021 Q1	$956K	Sell	15,535 -35,861	-70%	-$2.21M	0.07%	211
2020 Q4	$3.17M	Buy	51,396 +8,338	+19%	+$517K	0.23%	95
2020 Q3	$2.67M	Sell	43,058 -2,013	-4%	-$125K	0.26%	91
2020 Q2	$2.8M	Buy	45,071 +22,880	+103%	+$1.42M	0.25%	97
2020 Q1	$1.38M	Buy	22,191 +14,021	+172%	+$860K	0.1%	109
2019 Q4	$497K	Sell	8,170 -2,056	-20%	-$125K	0.02%	241
2019 Q3	$623K	Sell	10,226 -2,149	-17%	-$131K	0.03%	234
2019 Q2	$754K	Buy	+12,375	New	+$749K	0.01%	275

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

Advisory Research's VGSH Position: Q2 2026 in Review

Advisory Research increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 12% in Q2 2026, buying an estimated $502K and bringing the position to 78,263 shares worth $4.55M. The position accounts for 0.45% of the portfolio, ranked #45.

Advisory Research first reported a position in VGSH in Q2 2019 and has held it in 28 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Advisory Research held 78,263 shares of Vanguard Short-Term Treasury ETF worth $4.55M as of Q2 2026.
Advisory Research bought 8,606 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $502K.
Vanguard Short-Term Treasury ETF made up 0.45% of Advisory Research's portfolio in Q2 2026, its #45 holding.
Advisory Research first reported a position in Vanguard Short-Term Treasury ETF in Q2 2019 and has held it in 28 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.