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

Calder Financial’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	$7.61M	Sell	130,738 -59,304	-31%	-$3.46M	7.17%	4
2026 Q1	$11.1M	Buy	190,042 +13,998	+8%	+$822K	11.01%	4
2025 Q4	$10.3M	Buy	+176,044	New	+$10.3M	10.15%	4

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

Calder Financial's VGSH Position: Q2 2026 in Review

Calder Financial reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 31% in Q2 2026, selling an estimated $3.46M and leaving 130,738 shares worth $7.61M. The position accounts for 7.17% of the portfolio, ranked #4.

Calder Financial first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.1M in Q1 2026. 1,085 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Calder Financial held 130,738 shares of Vanguard Short-Term Treasury ETF worth $7.61M as of Q2 2026.
Calder Financial sold 59,304 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $3.46M.
Vanguard Short-Term Treasury ETF made up 7.17% of Calder Financial's portfolio in Q2 2026, its #4 holding.
Calder Financial first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Calder Financial's Vanguard Short-Term Treasury ETF position peaked at $11.1M in Q1 2026.
1,085 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Calder Financial's 13F filing for Q2 2026, filed 7 Jul 2026.