Blue Trust Inc’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Blue Trust Inc’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 Q1	$102M	Buy	1,736,049 +235,199	+16%	+$13.8M	1.16%	18
2025 Q4	$88.1M	Sell	1,500,850 -424,546	-22%	-$25M	1%	22
2025 Q3	$113M	Buy	1,925,396 +20,854	+1%	+$1.22M	1.27%	19
2025 Q2	$112M	Sell	1,904,542 -127,481	-6%	-$7.47M	1.32%	19
2025 Q1	$119M	Sell	2,032,023 -1,408,729	-41%	-$82.2M	1.53%	19
2024 Q4	$200M	Buy	3,440,752 +847,591	+33%	+$49.5M	2.56%	15
2024 Q3	$150M	Buy	2,593,161 +316,909	+14%	+$18.6M	1.96%	18
2024 Q2	$132M	Sell	2,276,252 -25,332	-1%	-$1.46M	1.81%	19
2024 Q1	$134M	Sell	2,301,584 -583,986	-20%	-$34M	1.88%	19
2023 Q4	$166M	Sell	2,885,570 -968,969	-25%	-$56M	2.67%	14
2023 Q3	$223M	Sell	3,854,539 -361,334	-9%	-$20.8M	3.4%	11
2023 Q2	$247M	Sell	4,215,873 -343,752	-8%	-$20M	3.91%	10
2023 Q1	$264M	Buy	4,559,625 +1,259,961	+38%	+$73.2M	4.33%	8
2022 Q4	$191M	Buy	3,299,664 +1,187,953	+56%	+$68.6M	3.41%	10
2022 Q3	$124M	Buy	2,111,711 +846,360	+67%	+$49.5M	2.18%	18
2022 Q2	$75M	Buy	+1,265,351	New	+$74.6M	1.17%	24

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Blue Trust Inc's VGSH Position: Q1 2026 in Review

Blue Trust Inc increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 16% in Q1 2026, buying an estimated $13.8M and bringing the position to 1,736,049 shares worth $102M. The position accounts for 1.16% of the portfolio, ranked #18.

Blue Trust Inc first reported a position in VGSH in Q2 2022 and has held it in 16 quarters since. The position peaked at $264M in Q1 2023. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Blue Trust Inc held 1,736,049 shares of Vanguard Short-Term Treasury ETF worth $102M as of Q1 2026.
Blue Trust Inc bought 235,199 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $13.8M.
Vanguard Short-Term Treasury ETF made up 1.16% of Blue Trust Inc's portfolio in Q1 2026, its #18 holding.
Blue Trust Inc first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 16 quarters since.
Blue Trust Inc's Vanguard Short-Term Treasury ETF position peaked at $264M in Q1 2023.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.