Atomi Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Atomi Financial Group’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	$500K	Sell	8,587 -371	-4%	-$21.6K	0.01%	767
2026 Q1	$524K	Buy	8,958 +294	+3%	+$17.3K	0.02%	701
2025 Q4	$509K	Sell	8,664 -2,621	-23%	-$154K	0.01%	683
2025 Q3	$664K	Sell	11,285 -535	-5%	-$31.4K	0.02%	530
2025 Q2	$695K	Buy	11,820 +1,857	+19%	+$109K	0.03%	463
2025 Q1	$585K	Sell	9,963 -102	-1%	-$5.95K	0.03%	467
2024 Q4	$586K	Sell	10,065 -3,696	-27%	-$216K	0.03%	423
2024 Q3	$812K	Sell	13,761 -9,381	-41%	-$549K	0.05%	292
2024 Q2	$1.34M	Buy	23,142 +19,185	+485%	+$1.11M	0.1%	168
2024 Q1	$230K	Sell	3,957 -99	-2%	-$5.76K	0.02%	625
2023 Q4	$237K	Buy	4,056 +6	+0.1%	+$347	0.03%	492
2023 Q3	$233K	Sell	4,050 -331	-8%	-$19.1K	0.08%	295
2023 Q2	$253K	Buy	+4,381	New	+$255K	0.12%	215

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

Atomi Financial Group's VGSH Position: Q2 2026 in Review

Atomi Financial Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.1% in Q2 2026, selling an estimated $21.6K and leaving 8,587 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #767.

Atomi Financial Group first reported a position in VGSH in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.34M in Q2 2024. 1,096 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Atomi Financial Group held 8,587 shares of Vanguard Short-Term Treasury ETF worth $500K as of Q2 2026.
Atomi Financial Group sold 371 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $21.6K.
Vanguard Short-Term Treasury ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #767 holding.
Atomi Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Atomi Financial Group's Vanguard Short-Term Treasury ETF position peaked at $1.34M in Q2 2024.
1,096 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.