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

Allen Investment 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	$16.4M	Hold	281,813	–	–	0.19%	70
2026 Q1	$16.5M	Hold	281,813	–	–	0.2%	67
2025 Q4	$16.6M	Hold	281,813	–	–	0.18%	70
2025 Q3	$16.6M	Hold	281,813	–	–	0.18%	71
2025 Q2	$16.6M	Buy	281,813 +2,737	+1%	+$160K	0.18%	64
2025 Q1	$16.4M	Buy	279,076 +15,485	+6%	+$904K	0.19%	66
2024 Q4	$15.3M	Hold	263,591	–	–	0.18%	68
2024 Q3	$15.6M	Sell	263,591 -18,740	-7%	-$1.1M	0.18%	62
2024 Q2	$16.4M	Buy	282,331 +2,163	+0.8%	+$125K	0.2%	55
2024 Q1	$16.3M	Buy	280,168 +4,640	+2%	+$270K	0.2%	56
2023 Q4	$16.1M	Hold	275,528	–	–	0.21%	55
2023 Q3	$15.9M	Hold	275,528	–	–	0.23%	49
2023 Q2	$15.9M	Buy	+275,528	New	+$16M	0.23%	46

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

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

Allen Investment Management held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 281,813 shares worth $16.4M. The position accounts for 0.19% of the portfolio, ranked #70.

Allen Investment Management first reported a position in VGSH in Q2 2023 and has held it in 13 quarters since. The position peaked at $16.6M in Q3 2025. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Allen Investment Management held 281,813 shares of Vanguard Short-Term Treasury ETF worth $16.4M as of Q2 2026.
Allen Investment Management left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.19% of Allen Investment Management's portfolio in Q2 2026, its #70 holding.
Allen Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Allen Investment Management's Vanguard Short-Term Treasury ETF position peaked at $16.6M in Q3 2025.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.