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

Bleakley 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	$34.5M	Buy	592,890 +29,885	+5%	+$1.74M	0.44%	50
2026 Q1	$33M	Buy	563,005 +39,236	+7%	+$2.3M	0.52%	43
2025 Q4	$30.8M	Buy	523,769 +5,748	+1%	+$338K	0.53%	43
2025 Q3	$30.5M	Buy	518,021 +17,018	+3%	+$998K	0.71%	33
2025 Q2	$29.4M	Buy	501,003 +45,164	+10%	+$2.65M	0.75%	32
2025 Q1	$26.8M	Buy	455,839 +31,006	+7%	+$1.81M	0.86%	23
2024 Q4	$24.7M	Sell	424,833 -1,662	-0.4%	-$97K	0.74%	26
2024 Q3	$25.2M	Buy	426,495 +207,276	+95%	+$12.1M	0.77%	22
2024 Q2	$12.7M	Buy	219,219 +9,273	+4%	+$536K	0.37%	51
2024 Q1	$12.2M	Sell	209,946 -8,570	-4%	-$498K	0.35%	53
2023 Q4	$12.7M	Sell	218,516 -212,177	-49%	-$12.3M	0.41%	46
2023 Q3	$24.8M	Sell	430,693 -33,003	-7%	-$1.9M	0.87%	17
2023 Q2	$26.8M	Buy	463,696 +53,226	+13%	+$3.1M	0.84%	18
2023 Q1	$24M	Sell	410,470 -59,107	-13%	-$3.43M	0.8%	19
2022 Q4	$27.2M	Buy	+469,577	New	+$27.1M	0.97%	17

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

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

Bleakley Financial Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.3% in Q2 2026, buying an estimated $1.74M and bringing the position to 592,890 shares worth $34.5M. The position accounts for 0.44% of the portfolio, ranked #50.

Bleakley Financial Group first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Bleakley Financial Group held 592,890 shares of Vanguard Short-Term Treasury ETF worth $34.5M as of Q2 2026.
Bleakley Financial Group bought 29,885 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.74M.
Vanguard Short-Term Treasury ETF made up 0.44% of Bleakley Financial Group's portfolio in Q2 2026, its #50 holding.
Bleakley Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.