Apella Capital’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Apella Capital’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	$21.7M	Buy	373,967 +102,320	+38%	+$5.96M	0.31%	66
2026 Q1	$15.9M	Buy	271,647 +48,473	+22%	+$2.85M	0.24%	85
2025 Q4	$13.1M	Buy	223,174 +22,450	+11%	+$1.32M	0.26%	76
2025 Q3	$11.8M	Buy	200,724 +25,483	+15%	+$1.5M	0.26%	81
2025 Q2	$10.2M	Buy	175,241 +2,556	+1%	+$150K	0.28%	71
2025 Q1	$10.1M	Buy	172,685 +44,945	+35%	+$2.62M	0.35%	63
2024 Q4	$7.43M	Buy	127,740 +44,613	+54%	+$2.6M	0.29%	59
2024 Q3	$4.89M	Buy	83,127 +2,832	+4%	+$166K	0.2%	68
2024 Q2	$4.65M	Buy	80,295 +2,094	+3%	+$121K	0.21%	70
2024 Q1	$4.52M	Sell	78,201 -45,878	-37%	-$2.67M	0.23%	67
2023 Q4	$7.23M	Buy	124,079 +14,109	+13%	+$816K	0.4%	50
2023 Q3	$6.33M	Buy	109,970 +37,187	+51%	+$2.14M	0.45%	48
2023 Q2	$4.2M	Buy	+72,783	New	+$4.24M	0.3%	57
2022 Q4	$873K	Buy	15,101 +7,301	+94%	+$422K	0.08%	117
2022 Q3	$451K	Sell	7,800 -960	-11%	-$56.2K	0.05%	144
2022 Q2	$516K	Sell	8,760 -59	-0.7%	-$3.48K	0.06%	141
2022 Q1	$523K	Sell	8,819 -2,355	-21%	-$141K	0.07%	130
2021 Q4	$680K	Sell	11,174 -2,120	-16%	-$130K	0.09%	105
2021 Q3	$816K	Sell	13,294 -134	-1%	-$8.24K	0.12%	99
2021 Q2	$825K	Buy	13,428 +7,228	+117%	+$445K	0.14%	106
2021 Q1	$381K	Hold	6,200	–	–	0.12%	93
2020 Q4	$382K	Hold	6,200	–	–	0.13%	90
2020 Q3	$385K	Buy	+6,200	New	+$385K	0.15%	89

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

Apella Capital's VGSH Position: Q2 2026 in Review

Apella Capital increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 38% in Q2 2026, buying an estimated $5.96M and bringing the position to 373,967 shares worth $21.7M. The position accounts for 0.31% of the portfolio, ranked #66.

Apella Capital first reported a position in VGSH in Q3 2020 and has held it in 23 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Apella Capital held 373,967 shares of Vanguard Short-Term Treasury ETF worth $21.7M as of Q2 2026.
Apella Capital bought 102,320 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $5.96M.
Vanguard Short-Term Treasury ETF made up 0.31% of Apella Capital's portfolio in Q2 2026, its #66 holding.
Apella Capital first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and has held it in 23 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.