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Beverly Hills Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Beverly Hills Private Wealth’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 		$9.87M Buy
169,625
+5,973
+4% +$348K 1.88% 11
2026
Q1 		$9.58M Buy
163,652
+41,992
+35% +$2.46M 1.6% 10
2025
Q4 		$7.15M Sell
121,660
-43,692
-26% -$2.57M 1.22% 16
2025
Q3 		$9.73M Sell
165,352
-10,982
-6% -$644K 1.72% 10
2025
Q2 		$10.4M Sell
176,334
-3,518
-2% -$206K 1.94% 9
2025
Q1 		$10.6M Buy
179,852
+22,240
+14% +$1.3M 2.09% 8
2024
Q4 		$9.17M Sell
157,612
-17,954
-10% -$1.05M 1.85% 7
2024
Q3 		$10.4M Buy
175,566
+46,028
+36% +$2.7M 2.09% 6
2024
Q2 		$7.51M Buy
129,538
+42,151
+48% +$2.44M 1.63% 8
2024
Q1 		$5.07M Buy
87,387
+43,779
+100% +$2.55M 1.17% 13
2023
Q4 		$2.54M Buy
43,608
+33,262
+321% +$1.92M 0.66% 36
2023
Q3 		$596K Buy
+10,346
New +$596K 0.18% 128

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

Beverly Hills Private Wealth's VGSH Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.6% in Q2 2026, buying an estimated $348K and bringing the position to 169,625 shares worth $9.87M. The position accounts for 1.88% of the portfolio, ranked #11.

Beverly Hills Private Wealth first reported a position in VGSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.6M in Q1 2025. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Beverly Hills Private Wealth held 169,625 shares of Vanguard Short-Term Treasury ETF worth $9.87M as of Q2 2026.
  • Beverly Hills Private Wealth bought 5,973 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $348K.
  • Vanguard Short-Term Treasury ETF made up 1.88% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Beverly Hills Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • Beverly Hills Private Wealth's Vanguard Short-Term Treasury ETF position peaked at $10.6M in Q1 2025.
  • 1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.