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

Dakota Wealth 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	$644K	Buy	11,060 +1	+0%	+$58	0.01%	524
2026 Q1	$647K	Sell	11,059 -1,594	-13%	-$93.6K	0.01%	490
2025 Q4	$743K	Sell	12,653 -80	-0.6%	-$4.7K	0.01%	470
2025 Q3	$749K	Buy	12,733 +80	+0.6%	+$4.69K	0.02%	406
2025 Q2	$744K	Hold	12,653	–	–	0.02%	439
2025 Q1	$743K	Hold	12,653	–	–	0.02%	431
2024 Q4	$736K	Hold	12,653	–	–	0.02%	427
2024 Q3	$747K	Sell	12,653 -545	-4%	-$31.9K	0.02%	427
2024 Q2	$765K	Buy	13,198 +428	+3%	+$24.7K	0.02%	423
2024 Q1	$742K	Sell	12,770 -70	-0.5%	-$4.07K	0.02%	429
2023 Q4	$749K	Sell	12,840 -6,423	-33%	-$371K	0.03%	358
2023 Q3	$1.11M	Buy	19,263 +555	+3%	+$32K	0.05%	273
2023 Q2	$1.08M	Sell	18,708 -337	-2%	-$19.6K	0.05%	246
2023 Q1	$1.11M	Hold	19,045	–	–	0.07%	213
2022 Q4	$1.1M	Sell	19,045 -435	-2%	-$25.1K	0.08%	210
2022 Q3	$1.13M	Sell	19,480 -628	-3%	-$36.8K	0.09%	204
2022 Q2	$1.18M	Buy	20,108 +438	+2%	+$25.8K	0.11%	172
2022 Q1	$1.17M	Buy	19,670 +12,108	+160%	+$727K	0.09%	186
2021 Q4	$460K	Hold	7,562	–	–	0.05%	246
2021 Q3	$464K	Sell	7,562 -1,925	-20%	-$118K	0.05%	237
2021 Q2	$583K	Sell	9,487 -2,403	-20%	-$148K	0.07%	204
2021 Q1	$731K	Hold	11,890	–	–	0.1%	173
2020 Q4	$732K	Hold	11,890	–	–	0.1%	174
2020 Q3	$738K	Sell	11,890 -2,176	-15%	-$135K	0.12%	137
2020 Q2	$875K	Sell	14,066 -3	-0%	-$187	0.15%	128
2020 Q1	$877K	Sell	14,069 -1,960	-12%	-$120K	0.19%	111
2019 Q4	$975K	Buy	16,029 +443	+3%	+$27K	0.16%	129
2019 Q3	$950K	Sell	15,586 -8,026	-34%	-$489K	0.16%	126
2019 Q2	$1.44M	Buy	23,612 +1,064	+5%	+$64.4K	0.28%	91
2019 Q1	$1.36M	Buy	22,548 +17,548	+351%	+$1.06M	0.27%	94
2018 Q4	$299K	Hold	5,000	–	–	0.07%	218
2018 Q3	$299K	Buy	+5,000	New	+$299K	0.07%	211

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

Dakota Wealth Management's VGSH Position: Q2 2026 in Review

Dakota Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.01% in Q2 2026, buying an estimated $58 and bringing the position to 11,060 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #524.

Dakota Wealth Management first reported a position in VGSH in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.44M in Q2 2019. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Dakota Wealth Management held 11,060 shares of Vanguard Short-Term Treasury ETF worth $644K as of Q2 2026.
Dakota Wealth Management bought 1 Vanguard Short-Term Treasury ETF share in Q2 2026, an estimated $58.
Vanguard Short-Term Treasury ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #524 holding.
Dakota Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2018 and has held it in 32 quarters since.
Dakota Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $1.44M in Q2 2019.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.