Berger Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Berger Financial Group’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	$262K	Buy	4,501 +52	+1%	+$3.03K	0.01%	403
2026 Q1	$260K	Hold	4,449	–	–	0.01%	395
2025 Q4	$261K	Hold	4,449	–	–	0.02%	404
2025 Q3	$262K	Buy	4,449 +255	+6%	+$15K	0.02%	380
2025 Q2	$247K	Hold	4,194	–	–	0.02%	371
2025 Q1	$246K	Hold	4,194	–	–	0.02%	370
2024 Q4	$244K	Sell	4,194 -326	-7%	-$19K	0.02%	362
2024 Q3	$267K	Hold	4,520	–	–	0.02%	331
2024 Q2	$262K	Hold	4,520	–	–	0.02%	310
2024 Q1	$262K	Hold	4,520	–	–	0.02%	306
2023 Q4	$264K	Hold	4,520	–	–	0.03%	253
2023 Q3	$260K	Sell	4,520 -8,489	-65%	-$489K	0.03%	228
2023 Q2	$751K	Sell	13,009 -958	-7%	-$55.8K	0.09%	132
2023 Q1	$818K	Sell	13,967 -2,160	-13%	-$125K	0.1%	122
2022 Q4	$932K	Sell	16,127 -281	-2%	-$16.2K	0.12%	108
2022 Q3	$948K	Sell	16,408 -5,973	-27%	-$350K	0.14%	102
2022 Q2	$1.32M	Sell	22,381 -19,977	-47%	-$1.18M	0.19%	83
2022 Q1	$2.51M	Sell	42,358 -33,995	-45%	-$2.04M	0.32%	76
2021 Q4	$4.64M	Sell	76,353 -18,764	-20%	-$1.15M	0.62%	56
2021 Q3	$5.84M	Sell	95,117 -6,884	-7%	-$423K	1.05%	22
2021 Q2	$6.27M	Sell	102,001 -22,168	-18%	-$1.36M	1.13%	18
2021 Q1	$7.64M	Sell	124,169 -14,629	-11%	-$901K	1.66%	13
2020 Q4	$8.55M	Buy	+138,798	New	+$8.6M	1.49%	14

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

Berger Financial Group's VGSH Position: Q2 2026 in Review

Berger Financial Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.2% in Q2 2026, buying an estimated $3.03K and bringing the position to 4,501 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #403.

Berger Financial Group first reported a position in VGSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.55M in Q4 2020. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Berger Financial Group held 4,501 shares of Vanguard Short-Term Treasury ETF worth $262K as of Q2 2026.
Berger Financial Group bought 52 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $3.03K.
Vanguard Short-Term Treasury ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #403 holding.
Berger Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 23 quarters since.
Berger Financial Group's Vanguard Short-Term Treasury ETF position peaked at $8.55M in Q4 2020.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.