CPA Asset Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

CPA Asset Management’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	$23M	Buy	+395,381	New	+$23M	6.63%	4

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

CPA Asset Management's VGSH Position: Q2 2026 in Review

CPA Asset Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 395,381 shares worth $23M. The stake represents 6.63% of the portfolio and ranks #4 among its holdings.

1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

CPA Asset Management held 395,381 shares of Vanguard Short-Term Treasury ETF worth $23M as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new CPA Asset Management position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 6.63% of CPA Asset Management's portfolio in Q2 2026, its #4 holding.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.