Concurrent Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Concurrent Investment Advisors’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	$1.32M	Sell	22,668 -203,936	-90%	-$11.9M	0.01%	879
2026 Q1	$13.3M	Sell	226,604 -70,741	-24%	-$4.15M	0.14%	155
2025 Q4	$17.5M	Sell	297,345 -1,590	-0.5%	-$93.5K	0.2%	109
2025 Q3	$17.6M	Buy	298,935 +8,042	+3%	+$472K	0.3%	67
2025 Q2	$17.1M	Buy	290,893 +284,875	+4,734%	+$16.7M	0.33%	61
2025 Q1	$353K	Buy	6,018 +1,556	+35%	+$90.8K	0.01%	853
2024 Q4	$260K	Sell	4,462 -235	-5%	-$13.7K	0.01%	884
2024 Q3	$277K	Sell	4,697 -553	-11%	-$32.4K	0.01%	810
2024 Q2	$304K	Sell	5,250 -1,073	-17%	-$62K	0.01%	731
2024 Q1	$367K	Sell	6,323 -944	-13%	-$54.9K	0.01%	619
2023 Q4	$424K	Buy	+7,267	New	+$420K	0.02%	534

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

Concurrent Investment Advisors's VGSH Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 90% in Q2 2026, selling an estimated $11.9M and leaving 22,668 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #879.

Concurrent Investment Advisors first reported a position in VGSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.6M in Q3 2025. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Concurrent Investment Advisors held 22,668 shares of Vanguard Short-Term Treasury ETF worth $1.32M as of Q2 2026.
Concurrent Investment Advisors sold 203,936 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $11.9M.
Vanguard Short-Term Treasury ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #879 holding.
Concurrent Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $17.6M in Q3 2025.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.