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Capital Advisors Ltd’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Capital Advisors Ltd’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 		$1.06M Buy
18,195
+308
+2% +$18K 0.11% 125
2026
Q1 		$1.05M Buy
17,887
+8,316
+87% +$488K 0.12% 118
2025
Q4 		$562K Buy
9,571
+7,198
+303% +$423K 0.06% 158
2025
Q3 		$140K Sell
2,373
-103
-4% -$6.04K 0.02% 323
2025
Q2 		$146K Sell
2,476
-172
-6% -$10.1K 0.02% 306
2025
Q1 		$155K Hold
2,648
– – 0.02% 300
2024
Q4 		$154K Hold
2,648
– – 0.02% 297
2024
Q3 		$156K Sell
2,648
-426
-14% -$25K 0.02% 300
2024
Q2 		$178K Hold
3,074
– – 0.02% 283
2024
Q1 		$179K Hold
3,074
– – 0.02% 284
2023
Q4 		$179K Sell
3,074
-2,401
-44% -$139K 0.03% 276
2023
Q3 		$315K Sell
5,475
-767
-12% -$44.2K 0.05% 192
2023
Q2 		$360K Sell
6,242
-76
-1% -$4.42K 0.05% 184
2023
Q1 		$370K Buy
6,318
+6
+0.1% +$348 0.06% 165
2022
Q4 		$365K Buy
6,312
+9
+0.1% +$520 0.06% 168
2022
Q3 		$364K Sell
6,303
-4,699
-43% -$275K 0.07% 158
2022
Q2 		$648K Sell
11,002
-847
-7% -$50K 0.12% 104
2022
Q1 		$702K Sell
11,849
-1,090
-8% -$65.5K 0.12% 106
2021
Q4 		$787K Sell
12,939
-821
-6% -$50.2K 0.13% 94
2021
Q3 		$845K Sell
13,760
-161
-1% -$9.9K 0.15% 81
2021
Q2 		$855K Sell
13,921
-284
-2% -$17.5K 0.15% 81
2021
Q1 		$874K Sell
14,205
-4,655
-25% -$287K 0.16% 77
2020
Q4 		$1.16M Sell
18,860
-2,889
-13% -$179K 0.26% 66
2020
Q3 		$1.35M Sell
21,749
-2,309
-10% -$143K 0.34% 53
2020
Q2 		$1.5M Buy
24,058
+16,005
+199% +$996K 0.39% 50
2020
Q1 		$502K Buy
+8,053
New +$494K 0.16% 87

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Capital Advisors Ltd's VGSH Position: Q2 2026 in Review

Capital Advisors Ltd increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.7% in Q2 2026, buying an estimated $18K and bringing the position to 18,195 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #125.

Capital Advisors Ltd first reported a position in VGSH in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.5M in Q2 2020. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Capital Advisors Ltd held 18,195 shares of Vanguard Short-Term Treasury ETF worth $1.06M as of Q2 2026.
  • Capital Advisors Ltd bought 308 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $18K.
  • Vanguard Short-Term Treasury ETF made up 0.11% of Capital Advisors Ltd's portfolio in Q2 2026, its #125 holding.
  • Capital Advisors Ltd first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 26 quarters since.
  • Capital Advisors Ltd's Vanguard Short-Term Treasury ETF position peaked at $1.5M in Q2 2020.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.