Brown Financial Advisory’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Brown Financial Advisory’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	–	Sell	-5,029	Closed	-$294K	–	52
2026 Q1	$294K	Sell	5,029 -986	-16%	-$57.9K	0.15%	43
2025 Q4	$353K	Hold	6,015	–	–	0.18%	43
2025 Q3	$354K	Hold	6,015	–	–	0.19%	42
2025 Q2	$354K	Buy	6,015 +1,329	+28%	+$77.8K	0.2%	43
2025 Q1	$275K	Buy	+4,686	New	+$273K	0.17%	41

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

Brown Financial Advisory's VGSH Position: Q2 2026 in Review

Brown Financial Advisory sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026, closing a stake of 5,029 shares — an estimated $294K sold.

Brown Financial Advisory first reported a position in VGSH in Q1 2025 and held it in 5 quarters. The position peaked at $354K in Q3 2025. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Brown Financial Advisory reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Brown Financial Advisory sold 5,029 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $294K.
Brown Financial Advisory first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and held it in 5 quarters.
Brown Financial Advisory's Vanguard Short-Term Treasury ETF position peaked at $354K in Q3 2025.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.