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

Circle Wealth Management’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	$2.65M	Buy	45,479 +1,370	+3%	+$79.9K	0.03%	85
2026 Q1	$2.58M	Hold	44,109	–	–	0.04%	73
2025 Q4	$2.59M	Buy	44,109 +5,090	+13%	+$299K	0.04%	73
2025 Q3	$2.3M	Hold	39,019	–	–	0.04%	74
2025 Q2	$2.29M	Buy	39,019 +11,360	+41%	+$665K	0.05%	72
2025 Q1	$1.62M	Buy	27,659 +5,238	+23%	+$306K	0.04%	85
2024 Q4	$1.3M	Hold	22,421	–	–	0.03%	95
2024 Q3	$1.32M	Buy	22,421 +14,831	+195%	+$869K	0.03%	99
2024 Q2	$440K	Buy	+7,590	New	+$439K	0.01%	170

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

Circle Wealth Management's VGSH Position: Q2 2026 in Review

Circle Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.1% in Q2 2026, buying an estimated $79.9K and bringing the position to 45,479 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #85.

Circle Wealth Management first reported a position in VGSH in Q2 2024 and has held it in 9 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Circle Wealth Management held 45,479 shares of Vanguard Short-Term Treasury ETF worth $2.65M as of Q2 2026.
Circle Wealth Management bought 1,370 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $79.9K.
Vanguard Short-Term Treasury ETF made up 0.03% of Circle Wealth Management's portfolio in Q2 2026, its #85 holding.
Circle Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.