Core Wealth Advisors (Florida)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Core Wealth Advisors (Florida)’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	$1.02M	Buy	17,530 +6,487	+59%	+$378K	0.21%	46
2026 Q1	$646K	Buy	+11,043	New	+$648K	0.15%	55

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

Core Wealth Advisors (Florida)'s VGSH Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 59% in Q2 2026, buying an estimated $378K and bringing the position to 17,530 shares worth $1.02M. The position accounts for 0.21% of the portfolio, ranked #46.

Core Wealth Advisors (Florida) first reported a position in VGSH in Q1 2026 and has held it in 2 quarters since. 1,085 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Core Wealth Advisors (Florida) held 17,530 shares of Vanguard Short-Term Treasury ETF worth $1.02M as of Q2 2026.
Core Wealth Advisors (Florida) bought 6,487 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $378K.
Vanguard Short-Term Treasury ETF made up 0.21% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #46 holding.
Core Wealth Advisors (Florida) first reported a position in Vanguard Short-Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
1,085 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.