AIM
VGSH icon

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

AMI 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 		$28.5M Sell
488,850
-150,410
-24% -$8.77M 6.05% 5
2026
Q1 		$37.4M Buy
639,260
+19,449
+3% +$1.14M 8.42% 3
2025
Q4 		$36.4M Sell
619,811
-199,557
-24% -$11.7M 8.18% 3
2025
Q3 		$48.2M Buy
819,368
+16,344
+2% +$959K 11.19% 2
2025
Q2 		$47.2M Buy
803,024
+103,867
+15% +$6.08M 12.19% 1
2025
Q1 		$41M Buy
699,157
+23,211
+3% +$1.35M 13.23% 1
2024
Q4 		$39.3M Buy
675,946
+94,394
+16% +$5.51M 12.78% 1
2024
Q3 		$34.3M Buy
581,552
+10,373
+2% +$608K 11.62% 2
2024
Q2 		$33.1M Buy
571,179
+31,893
+6% +$1.84M 11.56% 1
2024
Q1 		$31.3M Buy
539,286
+49,021
+10% +$2.85M 11.38% 1
2023
Q4 		$28.6M Buy
490,265
+52,965
+12% +$3.06M 11.6% 1
2023
Q3 		$25.2M Buy
+437,300
New +$25.2M 11.32% 1
2022
Q2 		– Sell
-3,437
Closed -$204K – 73
2022
Q1 		$204K Sell
3,437
-3,480
-50% -$209K 0.09% 72
2021
Q4 		$421K Sell
6,917
-11,573
-63% -$708K 0.17% 60
2021
Q3 		$1.14M Sell
18,490
-625
-3% -$38.4K 0.48% 47
2021
Q2 		$1.17M Buy
19,115
+880
+5% +$54.1K 0.46% 47
2021
Q1 		$1.12M Buy
+18,235
New +$1.12M 0.47% 49
2020
Q2 		– Sell
-3,525
Closed -$220K – 74
2020
Q1 		$220K Sell
3,525
-3,525
-50% -$216K 0.13% 68
2019
Q4 		$429K Buy
7,050
+3,200
+83% +$195K 0.18% 60
2019
Q3 		$235K Buy
+3,850
New +$234K 0.11% 69

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

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

AMI Investment Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 24% in Q2 2026, selling an estimated $8.77M and leaving 488,850 shares worth $28.5M. The position accounts for 6.05% of the portfolio, ranked #5.

AMI Investment Management first reported a position in VGSH in Q3 2019 and has held it in 20 quarters since. The position peaked at $48.2M in Q3 2025. 519 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • AMI Investment Management held 488,850 shares of Vanguard Short-Term Treasury ETF worth $28.5M as of Q2 2026.
  • AMI Investment Management sold 150,410 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $8.77M.
  • Vanguard Short-Term Treasury ETF made up 6.05% of AMI Investment Management's portfolio in Q2 2026, its #5 holding.
  • AMI Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2019 and has held it in 20 quarters since.
  • AMI Investment Management's Vanguard Short-Term Treasury ETF position peaked at $48.2M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.