Beacon Pointe Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Beacon Pointe Advisors’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	$81.8M	Sell	1,405,234 -37,410	-3%	-$2.18M	0.38%	61
2026 Q1	$84.5M	Buy	1,442,644 +137,445	+11%	+$8.07M	0.45%	47
2025 Q4	$76.7M	Buy	1,305,199 +86,741	+7%	+$5.1M	0.54%	38
2025 Q3	$71.7M	Buy	1,218,458 +339,815	+39%	+$19.9M	0.61%	32
2025 Q2	$51.6M	Buy	878,643 +323,269	+58%	+$18.9M	0.54%	37
2025 Q1	$32.6M	Buy	555,374 +28,391	+5%	+$1.66M	0.37%	56
2024 Q4	$30.7M	Buy	526,983 +26,769	+5%	+$1.56M	0.34%	56
2024 Q3	$29.5M	Buy	500,214 +19,338	+4%	+$1.13M	0.34%	64
2024 Q2	$27.9M	Sell	480,876 -22,006	-4%	-$1.27M	0.33%	64
2024 Q1	$29.2M	Buy	502,882 +8,947	+2%	+$520K	0.32%	66
2023 Q4	$28.8M	Buy	493,935 +45,300	+10%	+$2.62M	0.34%	59
2023 Q3	$25.8M	Sell	448,635 -88,358	-16%	-$5.09M	0.32%	69
2023 Q2	$31M	Buy	536,993 +23,348	+5%	+$1.36M	0.51%	43
2023 Q1	$30.1M	Buy	513,645 +66,513	+15%	+$3.86M	0.51%	41
2022 Q4	$25.9M	Buy	447,132 +287,153	+179%	+$16.6M	0.5%	44
2022 Q3	$9.25M	Buy	159,979 +27,070	+20%	+$1.58M	0.21%	112
2022 Q2	$7.83M	Buy	132,909 +89,259	+204%	+$5.26M	0.17%	134
2022 Q1	$2.59M	Buy	+43,650	New	+$2.62M	0.04%	394
2021 Q4	–	Sell	-10,976	Closed	-$674K	–	1010
2021 Q3	$674K	Buy	+10,976	New	+$675K	0.02%	479
2021 Q2	–	Sell	-9,898	Closed	-$609K	–	841
2021 Q1	$609K	Sell	9,898 -221	-2%	-$13.6K	0.04%	267
2020 Q4	$623K	Buy	+10,119	New	+$627K	0.04%	246

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

Beacon Pointe Advisors's VGSH Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.6% in Q2 2026, selling an estimated $2.18M and leaving 1,405,234 shares worth $81.8M. The position accounts for 0.38% of the portfolio, ranked #61.

Beacon Pointe Advisors first reported a position in VGSH in Q4 2020 and has held it in 21 quarters since. The position peaked at $84.5M in Q1 2026. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Beacon Pointe Advisors held 1,405,234 shares of Vanguard Short-Term Treasury ETF worth $81.8M as of Q2 2026.
Beacon Pointe Advisors sold 37,410 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.18M.
Vanguard Short-Term Treasury ETF made up 0.38% of Beacon Pointe Advisors's portfolio in Q2 2026, its #61 holding.
Beacon Pointe Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 21 quarters since.
Beacon Pointe Advisors's Vanguard Short-Term Treasury ETF position peaked at $84.5M in Q1 2026.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.