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

AmeriServ Wealth Advisors’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 Q3	$2.63M	Sell	45,764 -19,421	-30%	-$1.13M	2.09%	7
2026 Q2	$3.79M	Sell	65,185 -34,493	-35%	-$2.01M	2.53%	4
2026 Q1	$5.84M	Sell	99,678 -8,350	-8%	-$490K	3.72%	4
2025 Q4	$6.34M	Sell	108,028 -48,436	-31%	-$2.85M	3.69%	4
2025 Q3	$9.21M	Sell	156,464 -19,141	-11%	-$1.12M	4.65%	5
2025 Q2	$10.3M	Buy	175,605 +56,372	+47%	+$3.3M	5.1%	4
2025 Q1	$7M	Sell	119,233 -8,993	-7%	-$525K	4.05%	5
2024 Q4	$7.46M	Buy	+128,226	New	+$7.48M	4.03%	5
2023 Q3	$815K	Buy	14,147 +7,712	+120%	+$444K	1.51%	14
2023 Q2	$371K	Buy	+6,435	New	+$375K	0.7%	29

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AmeriServ Wealth Advisors's VGSH Position: Q3 2026 in Review

AmeriServ Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 30% in Q3 2026, selling an estimated $1.13M and leaving 45,764 shares worth $2.63M. The position accounts for 2.09% of the portfolio, ranked #7.

AmeriServ Wealth Advisors first reported a position in VGSH in Q2 2023 and has held it in 10 quarters since. The position peaked at $10.3M in Q2 2025. 410 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

AmeriServ Wealth Advisors held 45,764 shares of Vanguard Short-Term Treasury ETF worth $2.63M as of Q3 2026.
AmeriServ Wealth Advisors sold 19,421 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $1.13M.
Vanguard Short-Term Treasury ETF made up 2.09% of AmeriServ Wealth Advisors's portfolio in Q3 2026, its #7 holding.
AmeriServ Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 10 quarters since.
AmeriServ Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $10.3M in Q2 2025.
410 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.