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

Capital Investment Advisors’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
Q1 		$66.5M Buy
1,135,860
+1,010,426
+806% +$59.3M 0.97% 29
2025
Q4 		$7.37M Buy
+125,434
New +$7.37M 0.11% 131
2025
Q2 		– Sell
-3,515
Closed -$206K – 729
2025
Q1 		$206K Buy
+3,515
New +$205K ﹤0.01% 634

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Capital Investment Advisors's VGSH Position: Q1 2026 in Review

Capital Investment Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 806% in Q1 2026, buying an estimated $59.3M and bringing the position to 1,135,860 shares worth $66.5M. The position accounts for 0.97% of the portfolio, ranked #29.

Capital Investment Advisors first reported a position in VGSH in Q1 2025 and has held it in 3 quarters since. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

  • Capital Investment Advisors held 1,135,860 shares of Vanguard Short-Term Treasury ETF worth $66.5M as of Q1 2026.
  • Capital Investment Advisors bought 1,010,426 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $59.3M.
  • Vanguard Short-Term Treasury ETF made up 0.97% of Capital Investment Advisors's portfolio in Q1 2026, its #29 holding.
  • Capital Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.