Balboa Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Balboa Wealth Partners’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 Q1	$3.29M	Sell	56,281 -9,566	-15%	-$562K	0.55%	33
2025 Q4	$3.87M	Buy	65,847 +29,730	+82%	+$1.75M	0.64%	29
2025 Q3	$2.13M	Sell	36,117 -3,911	-10%	-$229K	0.37%	50
2025 Q2	$2.35M	Buy	40,028 +7,575	+23%	+$444K	0.47%	41
2025 Q1	$1.9M	Buy	32,453 +1,682	+5%	+$98.2K	0.46%	42
2024 Q4	$1.79M	Buy	30,771 +14,794	+93%	+$863K	0.41%	46
2024 Q3	$943K	Sell	15,977 -49	-0.3%	-$2.87K	0.23%	84
2024 Q2	$929K	Buy	16,026 +8,225	+105%	+$475K	0.25%	76
2024 Q1	$453K	Sell	7,801 -6,347	-45%	-$369K	0.13%	127
2023 Q4	$825K	Buy	14,148 +3,219	+29%	+$186K	0.27%	70
2023 Q3	$630K	Sell	10,929 -274	-2%	-$15.8K	0.24%	77
2023 Q2	$647K	Sell	11,203 -3,363	-23%	-$196K	0.23%	81
2023 Q1	$853K	Buy	14,566 +5,922	+69%	+$344K	0.32%	60
2022 Q4	$500K	Buy	8,644 +1,056	+14%	+$61K	0.23%	108
2022 Q3	$439K	Buy	+7,588	New	+$444K	0.19%	98

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Balboa Wealth Partners's VGSH Position: Q1 2026 in Review

Balboa Wealth Partners reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 15% in Q1 2026, selling an estimated $562K and leaving 56,281 shares worth $3.29M. The position accounts for 0.55% of the portfolio, ranked #33.

Balboa Wealth Partners first reported a position in VGSH in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.87M in Q4 2025. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Balboa Wealth Partners held 56,281 shares of Vanguard Short-Term Treasury ETF worth $3.29M as of Q1 2026.
Balboa Wealth Partners sold 9,566 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $562K.
Vanguard Short-Term Treasury ETF made up 0.55% of Balboa Wealth Partners's portfolio in Q1 2026, its #33 holding.
Balboa Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 15 quarters since.
Balboa Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $3.87M in Q4 2025.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.