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

Discipline Wealth Solutions’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 		$16.3M Sell
279,966
-1,118
-0.4% -$65.2K 1.42% 20
2026
Q1 		$16.5M Buy
281,084
+177,879
+172% +$10.4M 1.73% 18
2025
Q4 		$6.06M Buy
+103,205
New +$6.07M 1.12% 23

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Discipline Wealth Solutions's VGSH Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.4% in Q2 2026, selling an estimated $65.2K and leaving 279,966 shares worth $16.3M. The position accounts for 1.42% of the portfolio, ranked #20.

Discipline Wealth Solutions first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.5M in Q1 2026. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Discipline Wealth Solutions held 279,966 shares of Vanguard Short-Term Treasury ETF worth $16.3M as of Q2 2026.
  • Discipline Wealth Solutions sold 1,118 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $65.2K.
  • Vanguard Short-Term Treasury ETF made up 1.42% of Discipline Wealth Solutions's portfolio in Q2 2026, its #20 holding.
  • Discipline Wealth Solutions first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's Vanguard Short-Term Treasury ETF position peaked at $16.5M in Q1 2026.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.