Colony Family Offices’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Colony Family Offices’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	$3.39M	Sell	58,174 -34,596	-37%	-$2.02M	0.74%	19
2026 Q1	$5.43M	Sell	92,770 -1,545	-2%	-$90.7K	1.34%	18
2025 Q4	$5.54M	Sell	94,315 -3,749	-4%	-$220K	1.38%	17
2025 Q3	$5.77M	Sell	98,064 -15,488	-14%	-$909K	1.49%	16
2025 Q2	$6.67M	Sell	113,552 -9,022	-7%	-$528K	1.73%	14
2025 Q1	$7.19M	Sell	122,574 -7,097	-5%	-$414K	2.24%	10
2024 Q4	$7.54M	Sell	129,671 -15,547	-11%	-$907K	2.37%	10
2024 Q3	$8.57M	Buy	145,218 +18,642	+15%	+$1.09M	2.66%	9
2024 Q2	$7.34M	Sell	126,576 -10,679	-8%	-$617K	2.36%	9
2024 Q1	$7.97M	Buy	137,255 +17,364	+14%	+$1.01M	2.58%	9
2023 Q4	$6.99M	Buy	119,891 +1,655	+1%	+$95.7K	2.42%	9
2023 Q3	$6.81M	Buy	118,236 +16,491	+16%	+$950K	2.91%	8
2023 Q2	$5.87M	Buy	+101,745	New	+$5.92M	2.48%	9

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

Colony Family Offices's VGSH Position: Q2 2026 in Review

Colony Family Offices reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 37% in Q2 2026, selling an estimated $2.02M and leaving 58,174 shares worth $3.39M. The position accounts for 0.74% of the portfolio, ranked #19.

Colony Family Offices first reported a position in VGSH in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.57M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Colony Family Offices held 58,174 shares of Vanguard Short-Term Treasury ETF worth $3.39M as of Q2 2026.
Colony Family Offices sold 34,596 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.02M.
Vanguard Short-Term Treasury ETF made up 0.74% of Colony Family Offices's portfolio in Q2 2026, its #19 holding.
Colony Family Offices first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Colony Family Offices's Vanguard Short-Term Treasury ETF position peaked at $8.57M in Q3 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.