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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$41M Buy
712,072
+710,804
+56,057% +$41.2M 1.8% 13
2026
Q2
$73.8K Buy
+1,268
New +$73.9K ﹤0.01% 552
2025
Q4
– Sell
-5
Closed -$294 – 492
2025
Q3
$294 Hold
5
– – ﹤0.01% 408
2025
Q2
$294 Buy
+5
New +$293 ﹤0.01% 429
2024
Q3
– Sell
-115,860
Closed -$6.72M – 351
2024
Q2
$6.72M Sell
115,860
-11,500
-9% -$665K 0.63% 26
2024
Q1
$7.4M Sell
127,360
-15,190
-11% -$883K 0.74% 23
2023
Q4
$8.31M Sell
142,550
-27,499
-16% -$1.59M 1.01% 19
2023
Q3
$9.8M Sell
170,049
-6,065
-3% -$350K 1.38% 18
2023
Q2
$10.2M Buy
176,114
+1,524
+0.9% +$88.7K 1.39% 18
2023
Q1
$10.2M Buy
+174,590
New +$10.1M 1.52% 19

Other funds holding VGSH

Angeles Wealth Management's VGSH Position: Q3 2026 in Review

Angeles Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 56,057% in Q3 2026, buying an estimated $41.2M and bringing the position to 712,072 shares worth $41M. The position accounts for 1.8% of the portfolio, ranked #13.

Angeles Wealth Management first reported a position in VGSH in Q1 2023 and has held it in 10 quarters since. 1,019 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Angeles Wealth Management held 712,072 shares of Vanguard Short-Term Treasury ETF worth $41M as of Q3 2026.
  • Angeles Wealth Management bought 710,804 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $41.2M.
  • Vanguard Short-Term Treasury ETF made up 1.8% of Angeles Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Angeles Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 10 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.