Advyzon Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$988K Sell
16,979
-4,659
-22% -$272K 0.07% 264
2026
Q1
$1.27M Buy
21,638
+4,545
+27% +$267K 0.11% 181
2025
Q4
$1M Buy
17,093
+5,508
+48% +$324K 0.12% 184
2025
Q3
$682K Buy
11,585
+4,634
+67% +$272K 0.12% 174
2025
Q2
$409K Buy
6,951
+6,943
+86,788% +$407K 0.09% 212
2025
Q1
$471 Buy
+8
New +$467 ﹤0.01% 284

Other funds holding VGSH

Advyzon Investment Management's VGSH Position: Q2 2026 in Review

Advyzon Investment Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 22% in Q2 2026, selling an estimated $272K and leaving 16,979 shares worth $988K. The position accounts for 0.07% of the portfolio, ranked #264.

Advyzon Investment Management first reported a position in VGSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2026. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Advyzon Investment Management held 16,979 shares of Vanguard Short-Term Treasury ETF worth $988K as of Q2 2026.
  • Advyzon Investment Management sold 4,659 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $272K.
  • Vanguard Short-Term Treasury ETF made up 0.07% of Advyzon Investment Management's portfolio in Q2 2026, its #264 holding.
  • Advyzon Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Advyzon Investment Management's Vanguard Short-Term Treasury ETF position peaked at $1.27M in Q1 2026.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.