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

Ballentine 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
Q2 		– Sell
-16,752
Closed -$981K – 1126
2026
Q1 		$981K Buy
+16,752
New +$983K 0.01% 356
2024
Q3 		– Sell
-5,136
Closed -$298K – 883
2024
Q2 		$298K Buy
+5,136
New +$297K 0.01% 564

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ballentine Partners's VGSH Position: Q2 2026 in Review

Ballentine Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026, closing a stake of 16,752 shares — an estimated $981K sold.

Ballentine Partners first reported a position in VGSH in Q2 2024 and held it in 2 quarters. The position peaked at $981K in Q1 2026. 252 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Ballentine Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Ballentine Partners sold 16,752 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $981K.
  • Ballentine Partners first reported a position in Vanguard Short-Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Ballentine Partners's Vanguard Short-Term Treasury ETF position peaked at $981K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.