Bartlett & Co Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bartlett & Co 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	$6.15M	Sell	105,636 -550	-0.5%	-$32.1K	0.08%	134
2026 Q1	$6.19M	Buy	106,186 +5,985	+6%	+$351K	0.08%	131
2025 Q4	$5.88M	Buy	100,201 +3,778	+4%	+$222K	0.08%	132
2025 Q3	$5.67M	Buy	96,423 +1,279	+1%	+$75K	0.08%	136
2025 Q2	$5.59M	Sell	95,144 -3,885	-4%	-$228K	0.08%	133
2025 Q1	$5.81M	Buy	99,029 +6,540	+7%	+$382K	0.09%	131
2024 Q4	$5.38M	Buy	92,489 +2,649	+3%	+$155K	0.08%	134
2024 Q3	$5.3M	Sell	89,840 -798	-0.9%	-$46.7K	0.08%	133
2024 Q2	$5.26M	Sell	90,638 -435	-0.5%	-$25.1K	0.08%	133
2024 Q1	$5.29M	Buy	+91,073	New	+$5.3M	0.08%	139
2023 Q4	–	Sell	-5	Closed	-$288	–	1273
2023 Q3	$288	Hold	5	–	–	﹤0.01%	1141
2023 Q2	$289	Buy	+5	New	+$291	﹤0.01%	1127
2023 Q1	–	Sell	-357	Closed	-$20.6K	–	1110
2022 Q4	$20.6K	Buy	357 +2	+0.6%	+$116	﹤0.01%	717
2022 Q3	$20.5K	Buy	355 +1	+0.3%	+$59	﹤0.01%	700
2022 Q2	$20.8K	Buy	+354	New	+$20.9K	﹤0.01%	732

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

Bartlett & Co Wealth Management's VGSH Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.52% in Q2 2026, selling an estimated $32.1K and leaving 105,636 shares worth $6.15M. The position accounts for 0.08% of the portfolio, ranked #134.

Bartlett & Co Wealth Management first reported a position in VGSH in Q2 2022 and has held it in 15 quarters since. The position peaked at $6.19M in Q1 2026. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Bartlett & Co Wealth Management held 105,636 shares of Vanguard Short-Term Treasury ETF worth $6.15M as of Q2 2026.
Bartlett & Co Wealth Management sold 550 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $32.1K.
Vanguard Short-Term Treasury ETF made up 0.08% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #134 holding.
Bartlett & Co Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 15 quarters since.
Bartlett & Co Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $6.19M in Q1 2026.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.