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 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

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

AmeriServ Wealth Advisors's VGSH Position: Q2 2026 in Review

AmeriServ Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 35% in Q2 2026, selling an estimated $2.01M and leaving 65,185 shares worth $3.79M. The position accounts for 2.53% of the portfolio, ranked #4.

AmeriServ Wealth Advisors first reported a position in VGSH in Q2 2023 and has held it in 9 quarters since. The position peaked at $10.3M in Q2 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

AmeriServ Wealth Advisors held 65,185 shares of Vanguard Short-Term Treasury ETF worth $3.79M as of Q2 2026.
AmeriServ Wealth Advisors sold 34,493 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.01M.
Vanguard Short-Term Treasury ETF made up 2.53% of AmeriServ Wealth Advisors's portfolio in Q2 2026, its #4 holding.
AmeriServ Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 9 quarters since.
AmeriServ Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $10.3M in Q2 2025.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.