Aventura Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Aventura Private Wealth’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	$12.3K	Hold	212	–	–	﹤0.01%	561
2026 Q1	$12.4K	Hold	212	–	–	﹤0.01%	517
2025 Q4	$12.5K	Hold	212	–	–	﹤0.01%	480
2025 Q3	$12.5K	Hold	212	–	–	﹤0.01%	463
2025 Q2	$12.5K	Hold	212	–	–	0.01%	437
2025 Q1	$12.4K	Buy	+212	New	+$12.4K	0.01%	420

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

Aventura Private Wealth's VGSH Position: Q2 2026 in Review

Aventura Private Wealth held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 212 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Aventura Private Wealth first reported a position in VGSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.5K in Q3 2025. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Aventura Private Wealth held 212 shares of Vanguard Short-Term Treasury ETF worth $12.3K as of Q2 2026.
Aventura Private Wealth left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #561 holding.
Aventura Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Aventura Private Wealth's Vanguard Short-Term Treasury ETF position peaked at $12.5K in Q3 2025.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.