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

Benchmark 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
2025 Q2	$1.46M	Buy	24,840 +413	+2%	+$24.2K	0.65%	25
2025 Q1	$1.43M	Buy	24,427 +6,481	+36%	+$378K	0.69%	23
2024 Q4	$1.04M	Sell	17,946 -126	-0.7%	-$7.35K	0.51%	22
2024 Q3	$1.07M	Buy	18,072 +1,985	+12%	+$116K	0.53%	22
2024 Q2	$933K	Buy	16,087 +399	+3%	+$23.1K	0.5%	23
2024 Q1	$911K	Sell	15,688 -6,115	-28%	-$356K	0.5%	23
2023 Q4	$1.27M	Buy	21,803 +3,526	+19%	+$204K	0.75%	18
2023 Q3	$1.05M	Buy	18,277 +7,249	+66%	+$418K	0.67%	22
2023 Q2	$637K	Hold	11,028	–	–	0.38%	26
2023 Q1	$644K	Hold	11,028	–	–	0.41%	29
2022 Q4	$638K	Hold	11,028	–	–	0.46%	24
2022 Q3	$637K	Buy	11,028 +689	+7%	+$40.3K	0.5%	21
2022 Q2	$609K	Hold	10,339	–	–	0.45%	22
2022 Q1	$613K	Hold	10,339	–	–	0.41%	23
2021 Q4	$629K	Buy	10,339 +3,266	+46%	+$200K	0.41%	22
2021 Q3	$434K	Buy	7,073 +3,250	+85%	+$200K	0.31%	22
2021 Q2	$235K	Buy	+3,823	New	+$235K	0.16%	44

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Benchmark Wealth Management's VGSH Position: Q2 2025 in Review

Benchmark Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.7% in Q2 2025, buying an estimated $24.2K and bringing the position to 24,840 shares worth $1.46M. The position accounts for 0.65% of the portfolio, ranked #25.

Benchmark Wealth Management first reported a position in VGSH in Q2 2021 and has held it in 17 quarters since. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

Benchmark Wealth Management held 24,840 shares of Vanguard Short-Term Treasury ETF worth $1.46M as of Q2 2025.
Benchmark Wealth Management bought 413 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $24.2K.
Vanguard Short-Term Treasury ETF made up 0.65% of Benchmark Wealth Management's portfolio in Q2 2025, its #25 holding.
Benchmark Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2021 and has held it in 17 quarters since.
943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.