CWS Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

CWS Financial 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	$4.56M	Buy	78,342 +8,013	+11%	+$467K	1.01%	18
2026 Q1	$4.12M	Buy	70,329 +5,703	+9%	+$335K	1.05%	17
2025 Q4	$3.8M	Buy	64,626 +7,920	+14%	+$466K	1.03%	15
2025 Q3	$3.34M	Buy	56,706 +2,514	+5%	+$147K	0.93%	17
2025 Q2	$3.19M	Buy	54,192 +4,515	+9%	+$264K	0.93%	16
2025 Q1	$2.92M	Buy	49,677 +10,304	+26%	+$601K	0.92%	17
2024 Q4	$2.29M	Buy	39,373 +6,581	+20%	+$384K	0.74%	20
2024 Q3	$1.94M	Buy	32,792 +1,196	+4%	+$70K	0.69%	20
2024 Q2	$1.83M	Buy	31,596 +1,179	+4%	+$68.1K	0.72%	18
2024 Q1	$1.77M	Buy	30,417 +1,913	+7%	+$111K	0.72%	18
2023 Q4	$1.66M	Buy	28,504 +7,525	+36%	+$435K	0.62%	22
2023 Q3	$1.21M	Buy	20,979 +3,949	+23%	+$228K	0.48%	27
2023 Q2	$983K	Buy	17,030 +9,336	+121%	+$544K	0.37%	41
2023 Q1	$450K	Buy	+7,694	New	+$447K	0.18%	89

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

CWS Financial Advisors's VGSH Position: Q2 2026 in Review

CWS Financial Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 11% in Q2 2026, buying an estimated $467K and bringing the position to 78,342 shares worth $4.56M. The position accounts for 1.01% of the portfolio, ranked #18.

CWS Financial Advisors first reported a position in VGSH in Q1 2023 and has held it in 14 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

CWS Financial Advisors held 78,342 shares of Vanguard Short-Term Treasury ETF worth $4.56M as of Q2 2026.
CWS Financial Advisors bought 8,013 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $467K.
Vanguard Short-Term Treasury ETF made up 1.01% of CWS Financial Advisors's portfolio in Q2 2026, its #18 holding.
CWS Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.