CCA
VGSH icon

Conservest Capital Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Conservest Capital 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 		$7.31M Sell
125,655
-4,378
-3% -$255K 0.58% 25
2026
Q1 		$7.61M Sell
130,033
-109,155
-46% -$6.41M 0.69% 24
2025
Q4 		$14M Buy
239,188
+4,307
+2% +$253K 1.27% 17
2025
Q3 		$13.8M Sell
234,881
-2,050
-0.9% -$120K 1.28% 17
2025
Q2 		$13.9M Buy
236,931
+21,276
+10% +$1.25M 1.38% 16
2025
Q1 		$12.7M Buy
215,655
+8,679
+4% +$507K 1.33% 16
2024
Q4 		$12M Buy
206,976
+18,463
+10% +$1.08M 1.24% 17
2024
Q3 		$10.9M Buy
188,513
+693
+0.4% +$40.6K 1.12% 18
2024
Q2 		$10.9M Sell
187,820
-693
-0.4% -$40K 1.18% 18
2024
Q1 		$10.9M Buy
188,513
+2,037
+1% +$118K 1.12% 18
2023
Q4 		$10.9M Buy
186,476
+924
+0.5% +$53.4K 1.16% 16
2023
Q3 		$10.7M Sell
185,552
-2,391
-1% -$138K 1.29% 15
2023
Q2 		$10.8M Buy
+187,943
New +$10.9M 1.26% 15

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Conservest Capital Advisors's VGSH Position: Q2 2026 in Review

Conservest Capital Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.4% in Q2 2026, selling an estimated $255K and leaving 125,655 shares worth $7.31M. The position accounts for 0.58% of the portfolio, ranked #25.

Conservest Capital Advisors first reported a position in VGSH in Q2 2023 and has held it in 13 quarters since. The position peaked at $14M in Q4 2025. 519 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Conservest Capital Advisors held 125,655 shares of Vanguard Short-Term Treasury ETF worth $7.31M as of Q2 2026.
  • Conservest Capital Advisors sold 4,378 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $255K.
  • Vanguard Short-Term Treasury ETF made up 0.58% of Conservest Capital Advisors's portfolio in Q2 2026, its #25 holding.
  • Conservest Capital Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • Conservest Capital Advisors's Vanguard Short-Term Treasury ETF position peaked at $14M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.