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

Anchor 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 Q1	$2.75M	Sell	46,960 -4,529	-9%	-$266K	0.23%	114
2025 Q4	$3.02M	Sell	51,489 -1,605	-3%	-$94.3K	0.25%	109
2025 Q3	$3.12M	Sell	53,094 -1,875	-3%	-$110K	0.26%	103
2025 Q2	$3.23M	Hold	54,969	–	–	0.28%	90
2025 Q1	$3.23M	Buy	54,969 +1,170	+2%	+$68.3K	0.3%	89
2024 Q4	$3.13M	Sell	53,799 -100	-0.2%	-$5.84K	0.29%	92
2024 Q3	$3.18M	Sell	53,899 -9,306	-15%	-$545K	0.3%	88
2024 Q2	$3.67M	Sell	63,205 -5,050	-7%	-$292K	0.38%	68
2024 Q1	$3.96M	Sell	68,255 -9,533	-12%	-$554K	0.42%	66
2023 Q4	$4.54M	Buy	77,788 +20,402	+36%	+$1.18M	0.52%	51
2023 Q3	$3.31M	Sell	57,386 -24,774	-30%	-$1.43M	0.43%	63
2023 Q2	$4.74M	Buy	82,160 +3,375	+4%	+$197K	0.61%	45
2023 Q1	$4.61M	Sell	78,785 -430	-0.5%	-$25K	0.63%	43
2022 Q4	$4.58M	Buy	79,215 +2,800	+4%	+$162K	0.66%	40
2022 Q3	$4.42M	Buy	76,415 +4,200	+6%	+$246K	0.69%	37
2022 Q2	$4.25M	Buy	72,215 +16,980	+31%	+$1M	0.62%	44
2022 Q1	$3.27M	Buy	55,235 +1,815	+3%	+$109K	0.41%	69
2021 Q4	$3.25M	Sell	53,420 -1,578	-3%	-$96.5K	0.4%	72
2021 Q3	$3.38M	Sell	54,998 -82	-0.1%	-$5.04K	0.47%	63
2021 Q2	$3.38M	Hold	55,080	–	–	0.47%	65
2021 Q1	$3.39M	Buy	55,080 +1,625	+3%	+$100K	0.52%	56
2020 Q4	$3.29M	Sell	53,455 -3,805	-7%	-$236K	0.59%	50
2020 Q3	$3.56M	Buy	57,260 +6,990	+14%	+$434K	0.72%	39
2020 Q2	$3.13M	Buy	50,270 +3,420	+7%	+$213K	0.7%	38
2020 Q1	$2.92M	Buy	+46,850	New	+$2.88M	0.75%	37

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Anchor Investment Management's VGSH Position: Q1 2026 in Review

Anchor Investment Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 8.8% in Q1 2026, selling an estimated $266K and leaving 46,960 shares worth $2.75M. The position accounts for 0.23% of the portfolio, ranked #114.

Anchor Investment Management first reported a position in VGSH in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.74M in Q2 2023. 1,062 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Anchor Investment Management held 46,960 shares of Vanguard Short-Term Treasury ETF worth $2.75M as of Q1 2026.
Anchor Investment Management sold 4,529 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $266K.
Vanguard Short-Term Treasury ETF made up 0.23% of Anchor Investment Management's portfolio in Q1 2026, its #114 holding.
Anchor Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 25 quarters since.
Anchor Investment Management's Vanguard Short-Term Treasury ETF position peaked at $4.74M in Q2 2023.
1,062 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.