B. Riley Wealth Advisors
VGSH icon

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
Q3 		$301K Buy
5,237
+1,557
+42% +$90.2K 0.01% 755
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
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

B. Riley Wealth Advisors's VGSH Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 42% in Q3 2026, buying an estimated $90.2K and bringing the position to 5,237 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #755.

B. Riley Wealth Advisors first reported a position in VGSH in Q1 2020 and has held it in 20 quarters since. The position peaked at $4.15M in Q4 2022. 904 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • B. Riley Wealth Advisors held 5,237 shares of Vanguard Short-Term Treasury ETF worth $301K as of Q3 2026.
  • B. Riley Wealth Advisors bought 1,557 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $90.2K.
  • Vanguard Short-Term Treasury ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #755 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 20 quarters since.
  • B. Riley Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $4.15M in Q4 2022.
  • 904 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.