Barton Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Barton Investment 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	$1.51M	Hold	25,934	–	–	0.2%	29
2026 Q1	$1.52M	Sell	25,934 -655	-2%	-$38.4K	0.19%	28
2025 Q4	$1.56M	Hold	26,589	–	–	0.17%	28
2025 Q3	$1.56M	Sell	26,589 -800	-3%	-$46.9K	0.16%	30
2025 Q2	$1.61M	Buy	27,389 +2,470	+10%	+$145K	0.17%	25
2025 Q1	$1.46M	Buy	+24,919	New	+$1.45M	0.18%	27
2024 Q4	–	Sell	-23,469	Closed	-$1.39M	–	51
2024 Q3	$1.39M	Buy	23,469 +1,620	+7%	+$94.9K	0.17%	28
2024 Q2	$1.27M	Buy	21,849 +920	+4%	+$53.2K	0.17%	27
2024 Q1	$1.22M	Buy	20,929 +1,325	+7%	+$77K	0.15%	27
2023 Q4	$1.14M	Hold	19,604	–	–	0.15%	30
2023 Q3	$1.13M	Buy	19,604 +432	+2%	+$24.9K	0.18%	27
2023 Q2	$1.11M	Sell	19,172 -1,007	-5%	-$58.6K	0.17%	27
2023 Q1	$1.18M	Buy	20,179 +1,957	+11%	+$114K	0.21%	27
2022 Q4	$1.05M	Hold	18,222	–	–	0.21%	29
2022 Q3	$1.05M	Sell	18,222 -478	-3%	-$28K	0.21%	27
2022 Q2	$1.1M	Buy	+18,700	New	+$1.1M	0.22%	27

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

Barton Investment Management's VGSH Position: Q2 2026 in Review

Barton Investment Management held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 25,934 shares worth $1.51M. The position accounts for 0.2% of the portfolio, ranked #29.

Barton Investment Management first reported a position in VGSH in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.61M in Q2 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Barton Investment Management held 25,934 shares of Vanguard Short-Term Treasury ETF worth $1.51M as of Q2 2026.
Barton Investment Management left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.2% of Barton Investment Management's portfolio in Q2 2026, its #29 holding.
Barton Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 16 quarters since.
Barton Investment Management's Vanguard Short-Term Treasury ETF position peaked at $1.61M in Q2 2025.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.