Cary Street Partners Investment Advisory’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Cary Street Partners Investment Advisory’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	$482K	Buy	8,283 +1,228	+17%	+$71.6K	0.1%	210
2026 Q1	$413K	Buy	7,055 +5,798	+461%	+$340K	0.11%	212
2025 Q4	$73.8K	Buy	1,257 +880	+233%	+$51.7K	0.02%	464
2025 Q3	$22.2K	Buy	+377	New	+$22.1K	0.01%	503
2024 Q4	–	Sell	-30,916	Closed	-$1.82M	–	761
2024 Q3	$1.82M	Buy	30,916 +2,378	+8%	+$139K	0.07%	282
2024 Q2	$1.65M	Sell	28,538 -1,704	-6%	-$98.5K	0.07%	279
2024 Q1	$1.76M	Sell	30,242 -6,354	-17%	-$369K	0.07%	264
2023 Q4	$2.13M	Sell	36,596 -13,496	-27%	-$780K	0.1%	219
2023 Q3	$2.89M	Sell	50,092 -48,650	-49%	-$2.8M	0.16%	169
2023 Q2	$5.7M	Sell	98,742 -99,068	-50%	-$5.77M	0.37%	71
2023 Q1	$11.6M	Sell	197,810 -7,463	-4%	-$433K	0.83%	29
2022 Q4	$11.9M	Sell	205,273 -84,024	-29%	-$4.85M	0.87%	25
2022 Q3	$16.7M	Sell	289,297 -12,764	-4%	-$747K	1.38%	5
2022 Q2	$17.8M	Buy	+302,061	New	+$17.8M	1.51%	5
2022 Q1	–	Sell	-12,338	Closed	-$751K	–	293
2021 Q4	$751K	Buy	12,338 +500	+4%	+$30.6K	0.21%	119
2021 Q3	$727K	Buy	11,838 +3,970	+50%	+$244K	0.24%	106
2021 Q2	$483K	Hold	7,868	–	–	0.16%	139
2021 Q1	$484K	Buy	7,868 +1,000	+15%	+$61.6K	0.2%	119
2020 Q4	$423K	Sell	6,868 -700	-9%	-$43.4K	0.08%	208
2020 Q3	$470K	Buy	7,568 +2,018	+36%	+$125K	0.1%	181
2020 Q2	$345K	Buy	+5,550	New	+$345K	0.49%	64

Other funds holding VGSH

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cary Street Partners Investment Advisory's VGSH Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 17% in Q2 2026, buying an estimated $71.6K and bringing the position to 8,283 shares worth $482K. The position accounts for 0.1% of the portfolio, ranked #210.

Cary Street Partners Investment Advisory first reported a position in VGSH in Q2 2020 and has held it in 21 quarters since. The position peaked at $17.8M in Q2 2022. 833 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Cary Street Partners Investment Advisory held 8,283 shares of Vanguard Short-Term Treasury ETF worth $482K as of Q2 2026.
Cary Street Partners Investment Advisory bought 1,228 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $71.6K.
Vanguard Short-Term Treasury ETF made up 0.1% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #210 holding.
Cary Street Partners Investment Advisory first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 21 quarters since.
Cary Street Partners Investment Advisory's Vanguard Short-Term Treasury ETF position peaked at $17.8M in Q2 2022.
833 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.