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 Q2	$82.8M	Buy	1,421,932 +286,072	+25%	+$16.7M	1.09%	26
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 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

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

Capital Investment Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 25% in Q2 2026, buying an estimated $16.7M and bringing the position to 1,421,932 shares worth $82.8M. The position accounts for 1.09% of the portfolio, ranked #26.

Capital Investment Advisors first reported a position in VGSH in Q1 2025 and has held it in 4 quarters since. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Capital Investment Advisors held 1,421,932 shares of Vanguard Short-Term Treasury ETF worth $82.8M as of Q2 2026.
Capital Investment Advisors bought 286,072 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $16.7M.
Vanguard Short-Term Treasury ETF made up 1.09% of Capital Investment Advisors's portfolio in Q2 2026, its #26 holding.
Capital Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 4 quarters since.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.