CFG Wealth Management Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

CFG Wealth Management Services’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	$629K	Hold	10,746	–	–	0.59%	26
2026 Q1	$629K	Hold	10,746	–	–	0.57%	26
2025 Q4	$631K	Buy	+10,746	New	+$632K	0.58%	23

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

CFG Wealth Management Services's VGSH Position: Q2 2026 in Review

CFG Wealth Management Services held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 10,746 shares worth $629K. The position accounts for 0.59% of the portfolio, ranked #26.

CFG Wealth Management Services first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $631K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

CFG Wealth Management Services held 10,746 shares of Vanguard Short-Term Treasury ETF worth $629K as of Q2 2026.
CFG Wealth Management Services left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.59% of CFG Wealth Management Services's portfolio in Q2 2026, its #26 holding.
CFG Wealth Management Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
CFG Wealth Management Services's Vanguard Short-Term Treasury ETF position peaked at $631K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.