Birchbrook’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Birchbrook’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	$2.21M	Buy	37,968 +675	+2%	+$39.3K	1.04%	19
2026 Q1	$2.18M	Buy	37,293 +1,677	+5%	+$98.4K	1.07%	19
2025 Q4	$2.09M	Buy	35,616 +1,758	+5%	+$103K	1.04%	20
2025 Q3	$1.99M	Buy	33,858 +662	+2%	+$38.8K	1.03%	20
2025 Q2	$1.95M	Sell	33,196 -5,539	-14%	-$324K	1.05%	19
2025 Q1	$2.27M	Sell	38,735 -17,497	-31%	-$1.02M	1.28%	16
2024 Q4	$3.27M	Buy	56,232 +5,822	+12%	+$340K	1.86%	11
2024 Q3	$2.98M	Buy	50,410 +4,773	+10%	+$280K	1.65%	11
2024 Q2	$2.65M	Buy	45,637 +716	+2%	+$41.4K	1.59%	13
2024 Q1	$2.61M	Buy	44,921 +13,897	+45%	+$808K	1.55%	13
2023 Q4	$1.81M	Buy	+31,024	New	+$1.79M	1.19%	18

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

Birchbrook's VGSH Position: Q2 2026 in Review

Birchbrook increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.8% in Q2 2026, buying an estimated $39.3K and bringing the position to 37,968 shares worth $2.21M. The position accounts for 1.04% of the portfolio, ranked #19.

Birchbrook first reported a position in VGSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.27M in Q4 2024. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Birchbrook held 37,968 shares of Vanguard Short-Term Treasury ETF worth $2.21M as of Q2 2026.
Birchbrook bought 675 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $39.3K.
Vanguard Short-Term Treasury ETF made up 1.04% of Birchbrook's portfolio in Q2 2026, its #19 holding.
Birchbrook first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Vanguard Short-Term Treasury ETF position peaked at $3.27M in Q4 2024.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.