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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.48M Buy
+25,350
New +$1.48M 0.05% 126
2025
Q2
Sell
-4,555
Closed -$267K 318
2025
Q1
$267K Sell
4,555
-609,501
-99% -$35.6M 0.01% 262
2024
Q4
$32.7M Buy
614,056
+608,656
+11,271% +$35.5M 1.61% 11
2024
Q3
$319K Buy
5,400
+65
+1% +$3.81K 0.02% 258
2024
Q2
$309K Sell
5,335
-5,929
-53% -$343K 0.02% 260
2024
Q1
$654K Sell
11,264
-726
-6% -$42.2K 0.03% 189
2023
Q4
$699K Buy
11,990
+70
+0.6% +$4.05K 0.04% 178
2023
Q3
$687K Buy
11,920
+75
+0.6% +$4.32K 0.05% 140
2023
Q2
$684K Sell
11,845
-279
-2% -$16.2K 0.05% 125
2023
Q1
$710K Buy
+12,124
New +$704K 0.05% 113

Other funds holding VGSH

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

Connecticut Wealth Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 25,350 shares worth $1.48M. The stake represents 0.05% of the portfolio and ranks #126 among its holdings. This is a return to the name: Connecticut Wealth Management previously reported a position in VGSH as recently as Q1 2025.

Connecticut Wealth Management first reported a position in VGSH in Q1 2023 and has held it in 10 quarters since. The position peaked at $32.7M in Q4 2024. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Connecticut Wealth Management held 25,350 shares of Vanguard Short-Term Treasury ETF worth $1.48M as of Q2 2026.
  • Vanguard Short-Term Treasury ETF was a new Connecticut Wealth Management position in Q2 2026.
  • Vanguard Short-Term Treasury ETF made up 0.05% of Connecticut Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Connecticut Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 10 quarters since.
  • Connecticut Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $32.7M in Q4 2024.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.