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Birchwood Financial Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Birchwood Financial Partners’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 		$20.4K Hold
350
– – 0.02% 240
2026
Q1 		$20.5K Sell
350
-350
-50% -$20.5K 0.02% 233
2025
Q4 		$41.1K Buy
+700
New +$41.1K 0.04% 183

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

Birchwood Financial Partners's VGSH Position: Q2 2026 in Review

Birchwood Financial Partners held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 350 shares worth $20.4K. The position accounts for 0.02% of the portfolio, ranked #240.

Birchwood Financial Partners first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.1K in Q4 2025. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Birchwood Financial Partners held 350 shares of Vanguard Short-Term Treasury ETF worth $20.4K as of Q2 2026.
  • Birchwood Financial Partners left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Treasury ETF made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #240 holding.
  • Birchwood Financial Partners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Vanguard Short-Term Treasury ETF position peaked at $41.1K in Q4 2025.
  • 1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.