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 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

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

Axxcess Wealth Management's VGSH Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.9% in Q2 2026, selling an estimated $1.31M and leaving 261,047 shares worth $15.2M. The position accounts for 0.24% of the portfolio, ranked #85.

Axxcess Wealth Management first reported a position in VGSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.2M in Q3 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Axxcess Wealth Management held 261,047 shares of Vanguard Short-Term Treasury ETF worth $15.2M as of Q2 2026.
Axxcess Wealth Management sold 22,537 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.31M.
Vanguard Short-Term Treasury ETF made up 0.24% of Axxcess Wealth Management's portfolio in Q2 2026, its #85 holding.
Axxcess Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
Axxcess Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $17.2M in Q3 2025.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.