Cerity Partners
VGSH icon

Cerity Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Cerity Partners’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 		$287M Sell
4,938,833
-327,132
-6% -$19.1M 0.35% 54
2026
Q1 		$308M Buy
5,265,965
+435,051
+9% +$25.5M 0.44% 38
2025
Q4 		$284M Buy
4,830,914
+869,181
+22% +$51.1M 0.41% 41
2025
Q3 		$233M Buy
3,961,733
+283,748
+8% +$16.6M 0.38% 44
2025
Q2 		$216M Buy
3,677,985
+11,101
+0.3% +$650K 0.39% 46
2025
Q1 		$215M Buy
3,666,884
+203,880
+6% +$11.9M 0.44% 43
2024
Q4 		$201M Buy
3,463,004
+86,374
+3% +$5.04M 0.44% 43
2024
Q3 		$199M Buy
3,376,630
+258,370
+8% +$15.1M 0.44% 41
2024
Q2 		$181M Buy
3,118,260
+179,162
+6% +$10.4M 0.48% 41
2024
Q1 		$171M Buy
2,939,098
+1,237,180
+73% +$71.9M 0.45% 42
2023
Q4 		$99.3M Buy
1,701,918
+1,680,119
+7,707% +$97.1M 0.33% 68
2023
Q3 		$1.26M Sell
21,799
-935,051
-98% -$53.9M 0.01% 692
2023
Q2 		$55.2M Buy
956,850
+94,600
+11% +$5.51M 0.22% 109
2023
Q1 		$50.5M Buy
862,250
+188,284
+28% +$10.9M 0.12% 129
2022
Q4 		$39M Buy
673,966
+664,862
+7,303% +$38.4M 0.25% 89
2022
Q3 		$526K Buy
9,104
+53
+0.6% +$3.1K 0.01% 699
2022
Q2 		$533K Sell
9,051
-200
-2% -$11.8K 0.01% 724
2022
Q1 		$548K Buy
9,251
+373
+4% +$22.4K 0.01% 569
2021
Q4 		$540K Buy
8,878
+736
+9% +$45K 0.01% 572
2021
Q3 		$500K Sell
8,142
-51
-0.6% -$3.13K 0.01% 467
2021
Q2 		$503K Buy
8,193
+263
+3% +$16.2K 0.01% 469
2021
Q1 		$488K Buy
7,930
+2,034
+34% +$125K 0.01% 457
2020
Q4 		$363K Buy
+5,896
New +$365K 0.01% 477
2017
Q2 		– Sell
-7,625
Closed -$766K – 438
2017
Q1 		$766K Buy
+7,625
New +$463K 0.06% 212

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
NP
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cerity Partners's VGSH Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 6.2% in Q2 2026, selling an estimated $19.1M and leaving 4,938,833 shares worth $287M. The position accounts for 0.35% of the portfolio, ranked #54.

Cerity Partners first reported a position in VGSH in Q1 2017 and has held it in 24 quarters since. The position peaked at $308M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Cerity Partners held 4,938,833 shares of Vanguard Short-Term Treasury ETF worth $287M as of Q2 2026.
  • Cerity Partners sold 327,132 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $19.1M.
  • Vanguard Short-Term Treasury ETF made up 0.35% of Cerity Partners's portfolio in Q2 2026, its #54 holding.
  • Cerity Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2017 and has held it in 24 quarters since.
  • Cerity Partners's Vanguard Short-Term Treasury ETF position peaked at $308M in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.