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

Alaethes Wealth’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	$549K	Hold	9,440	–	–	0.16%	85
2026 Q1	$553K	Hold	9,440	–	–	0.16%	89
2025 Q4	$554K	Buy	+9,440	New	+$555K	0.16%	89
2025 Q3	–	Sell	-504,563	Closed	-$29.7M	–	118
2025 Q2	$29.7M	Buy	+504,563	New	+$29.6M	8.86%	2
2025 Q1	–	Sell	-493,324	Closed	-$28.7M	–	117
2024 Q4	$28.7M	Buy	493,324 +20,264	+4%	+$1.18M	10.26%	1
2024 Q3	$27.9M	Buy	473,060 +55,118	+13%	+$3.23M	10.3%	1
2024 Q2	$24.2M	Buy	417,942 +227,854	+120%	+$13.2M	10.02%	1
2024 Q1	$11M	Buy	190,088 +1,847	+1%	+$107K	4.82%	2
2023 Q4	$11M	Buy	188,241 +12,652	+7%	+$731K	5.2%	2
2023 Q3	$10.1M	Sell	175,589 -20,365	-10%	-$1.17M	5.54%	3
2023 Q2	$11.3M	Buy	195,954 +1,344	+0.7%	+$78.3K	6.21%	3
2023 Q1	$11.4M	Buy	194,610 +80,972	+71%	+$4.7M	6.68%	2
2022 Q4	$6.57M	Buy	113,638 +1,644	+1%	+$95K	4.52%	3
2022 Q3	$6.47M	Buy	111,994 +7,158	+7%	+$419K	4.76%	3
2022 Q2	$6.17M	Buy	+104,836	New	+$6.18M	4.58%	3
2021 Q2	–	Sell	-4,035	Closed	-$248K	–	268
2021 Q1	$248K	Buy	+4,035	New	+$248K	0.23%	82

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

Alaethes Wealth's VGSH Position: Q2 2026 in Review

Alaethes Wealth held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 9,440 shares worth $549K. The position accounts for 0.16% of the portfolio, ranked #85.

Alaethes Wealth first reported a position in VGSH in Q1 2021 and has held it in 16 quarters since. The position peaked at $29.7M in Q2 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Alaethes Wealth held 9,440 shares of Vanguard Short-Term Treasury ETF worth $549K as of Q2 2026.
Alaethes Wealth left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.16% of Alaethes Wealth's portfolio in Q2 2026, its #85 holding.
Alaethes Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and has held it in 16 quarters since.
Alaethes Wealth's Vanguard Short-Term Treasury ETF position peaked at $29.7M in Q2 2025.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.