Burney Company’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Burney Company’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	$3.96M	Buy	68,016 +5,185	+8%	+$302K	0.11%	159
2026 Q1	$3.68M	Buy	62,831 +22,143	+54%	+$1.3M	0.12%	155
2025 Q4	$2.39M	Buy	40,688 +21,419	+111%	+$1.26M	0.07%	220
2025 Q3	$1.13M	Buy	19,269 +7,488	+64%	+$439K	0.04%	296
2025 Q2	$692K	Sell	11,781 -12,717	-52%	-$745K	0.02%	360
2025 Q1	$1.44M	Buy	24,498 +15,240	+165%	+$889K	0.05%	261
2024 Q4	$539K	Buy	9,258 +265	+3%	+$15.5K	0.02%	414
2024 Q3	$531K	Buy	8,993 +3,980	+79%	+$233K	0.02%	431
2024 Q2	$291K	Buy	+5,013	New	+$290K	0.01%	517
2022 Q1	–	Sell	-9,925	Closed	-$604K	–	604
2021 Q4	$604K	Buy	9,925 +2,555	+35%	+$156K	0.03%	404
2021 Q3	$453K	Buy	7,370 +2,175	+42%	+$134K	0.02%	431
2021 Q2	$319K	Buy	+5,195	New	+$320K	0.01%	487

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

Burney Company's VGSH Position: Q2 2026 in Review

Burney Company increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 8.3% in Q2 2026, buying an estimated $302K and bringing the position to 68,016 shares worth $3.96M. The position accounts for 0.11% of the portfolio, ranked #159.

Burney Company first reported a position in VGSH in Q2 2021 and has held it in 12 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Burney Company held 68,016 shares of Vanguard Short-Term Treasury ETF worth $3.96M as of Q2 2026.
Burney Company bought 5,185 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $302K.
Vanguard Short-Term Treasury ETF made up 0.11% of Burney Company's portfolio in Q2 2026, its #159 holding.
Burney Company first reported a position in Vanguard Short-Term Treasury ETF in Q2 2021 and has held it in 12 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.