Beacon Investment Advisory Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Beacon Investment Advisory Services’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	$8.96K	Hold	154	–	–	﹤0.01%	634
2026 Q1	$9.02K	Buy	+154	New	+$9.04K	﹤0.01%	649
2023 Q4	–	Sell	-107,554	Closed	-$6.2M	–	281
2023 Q3	$6.2M	Buy	107,554 +2,039	+2%	+$118K	0.31%	75
2023 Q2	$6.09M	Sell	105,515 -3,876	-4%	-$226K	0.28%	80
2023 Q1	$6.4M	Buy	+109,391	New	+$6.35M	0.31%	73

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 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

Beacon Investment Advisory Services's VGSH Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 154 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Beacon Investment Advisory Services first reported a position in VGSH in Q1 2023 and has held it in 5 quarters since. The position peaked at $6.4M in Q1 2023. 432 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Beacon Investment Advisory Services held 154 shares of Vanguard Short-Term Treasury ETF worth $8.96K as of Q2 2026.
Beacon Investment Advisory Services left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #634 holding.
Beacon Investment Advisory Services first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 5 quarters since.
Beacon Investment Advisory Services's Vanguard Short-Term Treasury ETF position peaked at $6.4M in Q1 2023.
432 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.