Corient Private Wealth
VGSH icon

Corient Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Corient Private Wealth’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 		$149M Buy
2,557,701
+119,991
+5% +$6.99M 0.21% 96
2026
Q1 		$143M Buy
2,437,710
+203,716
+9% +$12M 0.2% 101
2025
Q4 		$131M Buy
2,233,994
+1,935,700
+649% +$114M 0.18% 119
2025
Q3 		$17.6M Sell
298,294
-1,176,896
-80% -$69M 0.03% 415
2025
Q2 		$86.7M Buy
1,475,190
+358,341
+32% +$21M 0.12% 173
2025
Q1 		$65.5M Buy
1,116,849
+820,448
+277% +$47.9M 0.11% 186
2024
Q4 		$17.2M Buy
296,401
+118,325
+66% +$6.91M 0.03% 417
2024
Q3 		$10.5M Sell
178,076
-46,591
-21% -$2.73M 0.02% 548
2024
Q2 		$13M Sell
224,667
-20,971
-9% -$1.21M 0.02% 467
2024
Q1 		$14.3M Sell
245,638
-11,218
-4% -$652K 0.03% 452
2023
Q4 		$15M Buy
256,856
+7,240
+3% +$418K 0.03% 444
2023
Q3 		$14.4M Buy
249,616
+113,659
+84% +$6.55M 0.03% 414
2023
Q2 		$7.85M Buy
135,957
+39,671
+41% +$2.31M 0.02% 517
2023
Q1 		$5.64M Buy
96,286
+57,302
+147% +$3.33M 0.02% 555
2022
Q4 		$2.25M Buy
+38,984
New +$2.25M 0.01% 672

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Corient Private Wealth's VGSH Position: Q2 2026 in Review

Corient Private Wealth increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.9% in Q2 2026, buying an estimated $6.99M and bringing the position to 2,557,701 shares worth $149M. The position accounts for 0.21% of the portfolio, ranked #96.

Corient Private Wealth first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Corient Private Wealth held 2,557,701 shares of Vanguard Short-Term Treasury ETF worth $149M as of Q2 2026.
  • Corient Private Wealth bought 119,991 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $6.99M.
  • Vanguard Short-Term Treasury ETF made up 0.21% of Corient Private Wealth's portfolio in Q2 2026, its #96 holding.
  • Corient Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.