Axxcess Wealth Management
VGSH icon

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

Axxcess Wealth 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
Q3 		$1.54M Sell
26,725
-234,322
-90% -$13.6M 0.06% 290
2026
Q2 		$15.2M Sell
261,047
-22,537
-8% -$1.31M 0.24% 85
2026
Q1 		$16.6M Buy
283,584
+1,333
+0.5% +$78.2K 0.53% 44
2025
Q4 		$16.6M Sell
282,251
-10,632
-4% -$625K 0.29% 69
2025
Q3 		$17.2M Buy
292,883
+28,794
+11% +$1.69M 0.36% 56
2025
Q2 		$15.5M Buy
264,089
+90,380
+52% +$5.29M 0.36% 56
2025
Q1 		$10.2M Buy
173,709
+3,529
+2% +$206K 0.27% 76
2024
Q4 		$9.9M Buy
170,180
+20,354
+14% +$1.19M 0.24% 77
2024
Q3 		$8.84M Buy
149,826
+17,385
+13% +$1.02M 0.22% 84
2024
Q2 		$7.68M Buy
132,441
+44,320
+50% +$2.56M 0.2% 90
2024
Q1 		$5.12M Sell
88,121
-6,347
-7% -$369K 0.14% 127
2023
Q4 		$5.51M Sell
94,468
-11,740
-11% -$679K 0.16% 124
2023
Q3 		$6.12M Buy
106,208
+48,998
+86% +$2.82M 0.21% 95
2023
Q2 		$3.3M Sell
57,210
-3,024
-5% -$176K 0.24% 89
2023
Q1 		$3.53M Buy
60,234
+3,988
+7% +$232K 0.27% 83
2022
Q4 		$3.25M Sell
56,246
-2,263
-4% -$131K 0.27% 82
2022
Q3 		$3.38M Sell
58,509
-21,958
-27% -$1.29M 0.32% 70
2022
Q2 		$4.74M Buy
80,467
+20,417
+34% +$1.2M 0.44% 55
2022
Q1 		$3.56M Buy
60,050
+19,056
+46% +$1.14M 0.28% 76
2021
Q4 		$2.49M Buy
+40,994
New +$2.51M 0.18% 100

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

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

Axxcess Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 90% in Q3 2026, selling an estimated $13.6M and leaving 26,725 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #290.

Axxcess Wealth Management first reported a position in VGSH in Q4 2021 and has held it in 20 quarters since. The position peaked at $17.2M in Q3 2025. 363 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Axxcess Wealth Management held 26,725 shares of Vanguard Short-Term Treasury ETF worth $1.54M as of Q3 2026.
  • Axxcess Wealth Management sold 234,322 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $13.6M.
  • Vanguard Short-Term Treasury ETF made up 0.06% of Axxcess Wealth Management's portfolio in Q3 2026, its #290 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $17.2M in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.