CJM Wealth Advisers’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

CJM Wealth Advisers’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	$460K	Sell	7,901 -1,673	-17%	-$97.5K	0.12%	51
2026 Q1	$560K	Buy	9,574 +1,023	+12%	+$60K	0.17%	43
2025 Q4	$502K	Sell	8,551 -3,129	-27%	-$184K	0.15%	46
2025 Q3	$687K	Buy	11,680 +227	+2%	+$13.3K	0.21%	37
2025 Q2	$673K	Buy	11,453 +14	+0.1%	+$820	0.22%	36
2025 Q1	$671K	Sell	11,439 -2,667	-19%	-$156K	0.24%	34
2024 Q4	$821K	Sell	14,106 -2,871	-17%	-$168K	0.28%	30
2024 Q3	$1M	Sell	16,977 -6,898	-29%	-$404K	0.34%	25
2024 Q2	$1.38M	Sell	23,875 -9,945	-29%	-$575K	0.51%	19
2024 Q1	$1.96M	Sell	33,820 -9,939	-23%	-$578K	0.74%	16
2023 Q4	$2.55M	Sell	43,759 -54,022	-55%	-$3.12M	1.13%	13
2023 Q3	$5.63M	Sell	97,781 -9,944	-9%	-$573K	2.74%	8
2023 Q2	$6.22M	Sell	107,725 -23,879	-18%	-$1.39M	3.16%	7
2023 Q1	$7.7M	Sell	131,604 -9,845	-7%	-$572K	4.39%	5
2022 Q4	$8.18M	Buy	+141,449	New	+$8.17M	5.03%	5

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

CJM Wealth Advisers's VGSH Position: Q2 2026 in Review

CJM Wealth Advisers reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 17% in Q2 2026, selling an estimated $97.5K and leaving 7,901 shares worth $460K. The position accounts for 0.12% of the portfolio, ranked #51.

CJM Wealth Advisers first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.18M in Q4 2022. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

CJM Wealth Advisers held 7,901 shares of Vanguard Short-Term Treasury ETF worth $460K as of Q2 2026.
CJM Wealth Advisers sold 1,673 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $97.5K.
Vanguard Short-Term Treasury ETF made up 0.12% of CJM Wealth Advisers's portfolio in Q2 2026, its #51 holding.
CJM Wealth Advisers first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
CJM Wealth Advisers's Vanguard Short-Term Treasury ETF position peaked at $8.18M in Q4 2022.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.