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

CreativeOne 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	$11.1M	Buy	191,398 +21,871	+13%	+$1.27M	0.24%	76
2026 Q1	$9.92M	Buy	169,527 +3,374	+2%	+$198K	0.23%	82
2025 Q4	$9.76M	Buy	166,153 +7,188	+5%	+$423K	0.24%	79
2025 Q3	$9.36M	Buy	158,965 +9,597	+6%	+$563K	0.23%	81
2025 Q2	$8.78M	Buy	149,368 +98,431	+193%	+$5.77M	0.23%	83
2025 Q1	$2.99M	Buy	50,937 +7,841	+18%	+$458K	0.09%	215
2024 Q4	$2.51M	Sell	43,096 -5,163	-11%	-$301K	0.08%	242
2024 Q3	$2.85M	Buy	48,259 +1,021	+2%	+$59.8K	0.1%	202
2024 Q2	$2.74M	Buy	47,238 +7,062	+18%	+$408K	0.14%	143
2024 Q1	$2.33M	Sell	40,176 -8,944	-18%	-$520K	0.09%	204
2023 Q4	$2.87M	Buy	49,120 +25,423	+107%	+$1.47M	0.18%	109
2023 Q3	$1.36M	Sell	23,697 -2,746	-10%	-$158K	0.1%	191
2023 Q2	$1.53M	Sell	26,443 -1,073	-4%	-$62.5K	0.07%	253
2023 Q1	$1.61M	Sell	27,516 -919	-3%	-$53.4K	0.08%	226
2022 Q4	$1.64M	Sell	28,435 -1,221	-4%	-$70.5K	0.09%	199
2022 Q3	$1.71M	Buy	29,656 +3,188	+12%	+$187K	0.1%	174
2022 Q2	$1.56M	Buy	26,468 +7,160	+37%	+$422K	0.08%	192
2022 Q1	$1.14M	Buy	19,308 +323	+2%	+$19.4K	0.06%	256
2021 Q4	$1.16M	Sell	18,985 -5,487	-22%	-$336K	0.06%	271
2021 Q3	$1.46M	Sell	24,472 -1,468	-6%	-$90.2K	0.09%	205
2021 Q2	$1.59M	Sell	25,940 -7,739	-23%	-$476K	0.1%	179
2021 Q1	$2.07M	Buy	33,679 +8,008	+31%	+$493K	0.16%	117
2020 Q4	$1.58M	Buy	25,671 +2,369	+10%	+$147K	0.13%	127
2020 Q3	$1.45M	Buy	23,302 +6,607	+40%	+$410K	0.2%	79
2020 Q2	$1.04M	Buy	16,695 +10,878	+187%	+$677K	0.16%	80
2020 Q1	$363K	Buy	5,817 +158	+3%	+$9.7K	0.07%	133
2019 Q4	$344K	Sell	5,659 -520	-8%	-$31.7K	0.06%	147
2019 Q3	$376K	Buy	6,179 +2,039	+49%	+$124K	0.07%	111
2019 Q2	$252K	Buy	4,140 +232	+6%	+$14K	0.05%	148
2019 Q1	$236K	Buy	+3,908	New	+$235K	0.06%	117

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

CreativeOne Wealth's VGSH Position: Q2 2026 in Review

CreativeOne Wealth increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 13% in Q2 2026, buying an estimated $1.27M and bringing the position to 191,398 shares worth $11.1M. The position accounts for 0.24% of the portfolio, ranked #76.

CreativeOne Wealth first reported a position in VGSH in Q1 2019 and has held it in 30 quarters since. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

CreativeOne Wealth held 191,398 shares of Vanguard Short-Term Treasury ETF worth $11.1M as of Q2 2026.
CreativeOne Wealth bought 21,871 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.27M.
Vanguard Short-Term Treasury ETF made up 0.24% of CreativeOne Wealth's portfolio in Q2 2026, its #76 holding.
CreativeOne Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q1 2019 and has held it in 30 quarters since.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.