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

Alteri 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	$469K	Sell	8,064 -203	-2%	-$11.8K	0.13%	179
2026 Q1	$484K	Buy	8,267 +772	+10%	+$45.3K	0.16%	166
2025 Q4	$440K	Buy	7,495 +334	+5%	+$19.6K	0.14%	170
2025 Q3	$421K	Buy	7,161 +1,887	+36%	+$111K	0.14%	166
2025 Q2	$310K	Buy	+5,274	New	+$309K	0.12%	193

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

Alteri Wealth's VGSH Position: Q2 2026 in Review

Alteri Wealth reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.5% in Q2 2026, selling an estimated $11.8K and leaving 8,064 shares worth $469K. The position accounts for 0.13% of the portfolio, ranked #179.

Alteri Wealth first reported a position in VGSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $484K in Q1 2026. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Alteri Wealth held 8,064 shares of Vanguard Short-Term Treasury ETF worth $469K as of Q2 2026.
Alteri Wealth sold 203 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $11.8K.
Vanguard Short-Term Treasury ETF made up 0.13% of Alteri Wealth's portfolio in Q2 2026, its #179 holding.
Alteri Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Alteri Wealth's Vanguard Short-Term Treasury ETF position peaked at $484K in Q1 2026.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.