Brown, Lisle/Cummings’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Brown, Lisle/Cummings’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 Q3	$115K	Hold	2,000	–	–	0.03%	291
2026 Q2	$116K	Sell	2,000 -1,000	-33%	-$58.3K	0.03%	291
2026 Q1	$176K	Hold	3,000	–	–	0.04%	226
2025 Q4	$176K	Hold	3,000	–	–	0.04%	224
2025 Q3	$177K	Hold	3,000	–	–	0.05%	221
2025 Q2	$176K	Hold	3,000	–	–	0.05%	223
2025 Q1	$176K	Hold	3,000	–	–	0.05%	213
2024 Q4	$175K	Hold	3,000	–	–	0.05%	214
2024 Q3	$177K	Hold	3,000	–	–	0.05%	216
2024 Q2	$174K	Hold	3,000	–	–	0.06%	214
2024 Q1	$174K	Hold	3,000	–	–	0.06%	205
2023 Q4	$175K	Hold	3,000	–	–	0.06%	202
2023 Q3	$173K	Hold	3,000	–	–	0.08%	194
2023 Q2	$173K	Buy	3,000 +500	+20%	+$29.1K	0.08%	191
2023 Q1	$146K	Hold	2,500	–	–	0.07%	191
2022 Q4	$145K	Hold	2,500	–	–	0.08%	186
2022 Q3	$144K	Hold	2,500	–	–	0.08%	175
2022 Q2	$147K	Hold	2,500	–	–	0.08%	179
2022 Q1	$148K	Hold	2,500	–	–	0.07%	191
2021 Q4	$152K	Buy	+2,500	New	+$153K	0.08%	181

Other funds holding VGSH

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Brown, Lisle/Cummings's VGSH Position: Q3 2026 in Review

Brown, Lisle/Cummings held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q3 2026 at 2,000 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #291.

Brown, Lisle/Cummings first reported a position in VGSH in Q4 2021 and has held it in 20 quarters since. The position peaked at $177K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Brown, Lisle/Cummings held 2,000 shares of Vanguard Short-Term Treasury ETF worth $115K as of Q3 2026.
Brown, Lisle/Cummings left its Vanguard Short-Term Treasury ETF share count unchanged in Q3 2026.
Vanguard Short-Term Treasury ETF made up 0.03% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #291 holding.
Brown, Lisle/Cummings first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 20 quarters since.
Brown, Lisle/Cummings's Vanguard Short-Term Treasury ETF position peaked at $177K in Q3 2024.
1,019 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.