Concord Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
Other funds holding VGSH
NP
Concord Wealth Partners's VGSH Position: Q2 2026 in Review
Concord Wealth Partners increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 5% in Q2 2026, buying an estimated $1.59M and bringing the position to 568,549 shares worth $33.1M. The position accounts for 3.79% of the portfolio, ranked #7.
Concord Wealth Partners first reported a position in VGSH in Q1 2024 and has held it in 5 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.
- Concord Wealth Partners held 568,549 shares of Vanguard Short-Term Treasury ETF worth $33.1M as of Q2 2026.
- Concord Wealth Partners bought 27,227 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.59M.
- Vanguard Short-Term Treasury ETF made up 3.79% of Concord Wealth Partners's portfolio in Q2 2026, its #7 holding.
- Concord Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and has held it in 5 quarters since.
- 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.
Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.