B. Riley Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

B. Riley Wealth Advisors’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	$214K	Buy	+3,680	New	+$215K	0.01%	751
2025 Q3	–	Sell	-5,262	Closed	-$309K	–	1180
2025 Q2	$309K	Sell	5,262 -1,852	-26%	-$108K	0.01%	700
2025 Q1	$418K	Sell	7,114 -393	-5%	-$22.9K	0.01%	828
2024 Q4	$437K	Sell	7,507 -4,169	-36%	-$243K	0.01%	743
2024 Q3	$687K	Buy	11,676 +1,185	+11%	+$69.4K	0.02%	618
2024 Q2	$608K	Sell	10,491 -8,172	-44%	-$472K	0.02%	724
2024 Q1	$1.07M	Buy	18,663 +7,370	+65%	+$429K	0.03%	505
2023 Q4	$659K	Sell	11,293 -7,370	-39%	-$426K	0.02%	685
2023 Q3	$1.07M	Sell	18,663 -119	-0.6%	-$6.86K	0.03%	505
2023 Q2	$1.08M	Sell	18,782 -26,274	-58%	-$1.53M	0.02%	542
2023 Q1	$2.64M	Sell	45,056 -26,795	-37%	-$1.56M	0.07%	281
2022 Q4	$4.15M	Buy	71,851 +4,416	+7%	+$255K	0.12%	193
2022 Q3	$3.9M	Buy	67,435 +58,880	+688%	+$3.45M	0.12%	184
2022 Q2	$504K	Sell	8,555 -4,724	-36%	-$279K	0.02%	656
2022 Q1	$787K	Sell	13,279 -1,122	-8%	-$67.4K	0.03%	562
2021 Q4	$876K	Buy	+14,401	New	+$881K	0.03%	576
2021 Q2	–	Sell	-3,593	Closed	-$222K	–	1471
2021 Q1	$222K	Buy	+3,593	New	+$221K	0.01%	1147
2020 Q3	–	Sell	-3,282	Closed	-$205K	–	982
2020 Q2	$205K	Sell	3,282 -4,885	-60%	-$304K	0.01%	767
2020 Q1	$510K	Buy	+8,167	New	+$501K	0.04%	375

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

B. Riley Wealth Advisors's VGSH Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 3,680 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in VGSH as recently as Q2 2025.

B. Riley Wealth Advisors first reported a position in VGSH in Q1 2020 and has held it in 19 quarters since. The position peaked at $4.15M in Q4 2022. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

B. Riley Wealth Advisors held 3,680 shares of Vanguard Short-Term Treasury ETF worth $214K as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new B. Riley Wealth Advisors position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #751 holding.
B. Riley Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 19 quarters since.
B. Riley Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $4.15M in Q4 2022.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.