Beaird Harris Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Beaird Harris 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	$1.24M	Sell	21,322 -310	-1%	-$18.1K	0.08%	69
2026 Q1	$1.27M	Sell	21,632 -955	-4%	-$56.1K	0.09%	68
2025 Q4	$1.33M	Buy	22,587 +3	+0%	+$176	0.09%	67
2025 Q3	$1.33M	Buy	22,584 +325	+1%	+$19.1K	0.09%	63
2025 Q2	$1.31M	Sell	22,259 -353	-2%	-$20.7K	0.1%	63
2025 Q1	$1.33M	Buy	22,612 +6	+0%	+$350	0.11%	59
2024 Q4	$1.32M	Buy	22,606 +113	+0.5%	+$6.59K	0.11%	59
2024 Q3	$1.33M	Sell	22,493 -602	-3%	-$35.3K	0.12%	54
2024 Q2	$1.34M	Sell	23,095 -4,700	-17%	-$272K	0.13%	54
2024 Q1	$1.61M	Buy	27,795 +22,845	+462%	+$1.33M	0.16%	48
2023 Q4	$289K	Hold	4,950	–	–	0.03%	91
2023 Q3	$285K	Sell	4,950 -11,729	-70%	-$676K	0.03%	79
2023 Q2	$963K	Buy	+16,679	New	+$971K	0.12%	44
2022 Q4	–	Sell	-749	Closed	-$43K	–	776
2022 Q3	$43K	Buy	+749	New	+$43.8K	0.01%	171

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

Beaird Harris Wealth Management's VGSH Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.4% in Q2 2026, selling an estimated $18.1K and leaving 21,322 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #69.

Beaird Harris Wealth Management first reported a position in VGSH in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.61M in Q1 2024. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Beaird Harris Wealth Management held 21,322 shares of Vanguard Short-Term Treasury ETF worth $1.24M as of Q2 2026.
Beaird Harris Wealth Management sold 310 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $18.1K.
Vanguard Short-Term Treasury ETF made up 0.08% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #69 holding.
Beaird Harris Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 14 quarters since.
Beaird Harris Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $1.61M in Q1 2024.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.