CX Institutional’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

CX Institutional’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	$744K	Buy	12,787 +5,678	+80%	+$331K	0.02%	378
2026 Q1	$416K	Buy	7,109 +307	+5%	+$18K	0.01%	510
2025 Q4	$399K	Buy	6,802 +876	+15%	+$51.5K	0.01%	481
2025 Q3	$349K	Buy	5,926 +1,608	+37%	+$94.3K	0.01%	526
2025 Q2	$254K	Buy	4,318 +54	+1%	+$3.16K	0.01%	552
2025 Q1	$250K	Buy	+4,264	New	+$249K	0.01%	525
2022 Q3	–	Sell	-31	Closed	-$2K	–	1104
2022 Q2	$2K	Buy	+31	New	+$1.83K	﹤0.01%	1112

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

CX Institutional's VGSH Position: Q2 2026 in Review

CX Institutional increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 80% in Q2 2026, buying an estimated $331K and bringing the position to 12,787 shares worth $744K. The position accounts for 0.02% of the portfolio, ranked #378.

CX Institutional first reported a position in VGSH in Q2 2022 and has held it in 7 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

CX Institutional held 12,787 shares of Vanguard Short-Term Treasury ETF worth $744K as of Q2 2026.
CX Institutional bought 5,678 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $331K.
Vanguard Short-Term Treasury ETF made up 0.02% of CX Institutional's portfolio in Q2 2026, its #378 holding.
CX Institutional first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 7 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.