Aegis Wealth Management (Maryland)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Aegis Wealth Management (Maryland)’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	$4.48M	Sell	76,909 -4,255	-5%	-$248K	2.11%	12
2026 Q1	$4.75M	Buy	81,164 +4,670	+6%	+$274K	2.72%	9
2025 Q4	$4.49M	Buy	76,494 +9,493	+14%	+$558K	2.54%	9
2025 Q3	$3.94M	Sell	67,001 -10,794	-14%	-$633K	2.11%	13
2025 Q2	$4.57M	Hold	77,795	–	–	2.74%	9
2025 Q1	$4.57M	Buy	77,795 +2,048	+3%	+$120K	2.68%	9
2024 Q4	$4.41M	Buy	+75,747	New	+$4.42M	2.98%	7

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

Aegis Wealth Management (Maryland)'s VGSH Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.2% in Q2 2026, selling an estimated $248K and leaving 76,909 shares worth $4.48M. The position accounts for 2.11% of the portfolio, ranked #12.

Aegis Wealth Management (Maryland) first reported a position in VGSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.75M in Q1 2026. 1,085 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Aegis Wealth Management (Maryland) held 76,909 shares of Vanguard Short-Term Treasury ETF worth $4.48M as of Q2 2026.
Aegis Wealth Management (Maryland) sold 4,255 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $248K.
Vanguard Short-Term Treasury ETF made up 2.11% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #12 holding.
Aegis Wealth Management (Maryland) first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Aegis Wealth Management (Maryland)'s Vanguard Short-Term Treasury ETF position peaked at $4.75M in Q1 2026.
1,085 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.