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Benjamin Edwards Inc’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Benjamin Edwards Inc’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 		$2.79M Sell
48,024
-6,187
-11% -$361K 0.03% 474
2026
Q1 		$3.17M Buy
54,211
+36,037
+198% +$2.12M 0.03% 424
2025
Q4 		$1.07M Sell
18,174
-16,975
-48% -$998K 0.01% 691
2025
Q3 		$2.07M Sell
35,149
-34,507
-50% -$2.02M 0.02% 481
2025
Q2 		$4.09M Sell
69,656
-450,422
-87% -$26.4M 0.05% 311
2025
Q1 		$30.5M Buy
520,078
+5,080
+1% +$296K 0.43% 68
2024
Q4 		$30M Buy
514,998
+19,813
+4% +$1.16M 0.43% 64
2024
Q3 		$29.2M Buy
495,185
+471,894
+2,026% +$27.6M 0.43% 65
2024
Q2 		$1.35M Sell
23,291
-10,419
-31% -$602K 0.26% 105
2024
Q1 		$1.96M Sell
33,710
-22,524
-40% -$1.31M 0.39% 73
2023
Q4 		$3.28M Sell
56,234
-28,602
-34% -$1.65M 0.72% 38
2023
Q3 		$4.89M Sell
84,836
-28,153
-25% -$1.62M 1.16% 9
2023
Q2 		$6.52M Sell
112,989
-6,601
-6% -$384K 1.51% 5
2023
Q1 		$7M Buy
119,590
+4,341
+4% +$252K 1.71% 4
2022
Q4 		$6.66M Buy
115,249
+23,823
+26% +$1.38M 1.75% 4
2022
Q3 		$5.28M Buy
91,426
+26,147
+40% +$1.53M 1.59% 4
2022
Q2 		$3.84M Buy
65,279
+19,782
+43% +$1.17M 1.13% 10
2022
Q1 		$2.7M Buy
45,497
+45,323
+26,048% +$2.72M 0.78% 29
2021
Q4 		$11K Buy
+174
New +$10.6K ﹤0.01% 575

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Benjamin Edwards Inc's VGSH Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 11% in Q2 2026, selling an estimated $361K and leaving 48,024 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #474.

Benjamin Edwards Inc first reported a position in VGSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.5M in Q1 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Benjamin Edwards Inc held 48,024 shares of Vanguard Short-Term Treasury ETF worth $2.79M as of Q2 2026.
  • Benjamin Edwards Inc sold 6,187 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $361K.
  • Vanguard Short-Term Treasury ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #474 holding.
  • Benjamin Edwards Inc first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
  • Benjamin Edwards Inc's Vanguard Short-Term Treasury ETF position peaked at $30.5M in Q1 2025.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.