CWL
VGSH icon

Causey Wealth LLC’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Causey Wealth LLC’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 		$11.2M Buy
192,109
+2,208
+1% +$129K 4.37% 6
2026
Q1 		$11.1M Buy
189,901
+52,745
+38% +$3.1M 4.72% 6
2025
Q4 		$8.06M Buy
137,156
+14,886
+12% +$875K 3.66% 9
2025
Q3 		$7.2M Buy
122,270
+8,510
+7% +$499K 3.51% 10
2025
Q2 		$6.69M Buy
+113,760
New +$6.66M 3.44% 10

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

Causey Wealth LLC's VGSH Position: Q2 2026 in Review

Causey Wealth LLC increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.2% in Q2 2026, buying an estimated $129K and bringing the position to 192,109 shares worth $11.2M. The position accounts for 4.37% of the portfolio, ranked #6.

Causey Wealth LLC first reported a position in VGSH in Q2 2025 and has held it in 5 quarters since. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Causey Wealth LLC held 192,109 shares of Vanguard Short-Term Treasury ETF worth $11.2M as of Q2 2026.
  • Causey Wealth LLC bought 2,208 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $129K.
  • Vanguard Short-Term Treasury ETF made up 4.37% of Causey Wealth LLC's portfolio in Q2 2026, its #6 holding.
  • Causey Wealth LLC first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.