DI
VGSH icon

Disciplined Investments’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Disciplined Investments’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 		$11.3M Buy
194,611
+20,881
+12% +$1.22M 3.66% 6
2026
Q1 		$10.2M Buy
173,730
+13,581
+8% +$797K 3.65% 5
2025
Q4 		$9.41M Buy
160,149
+9,292
+6% +$546K 3.62% 6
2025
Q3 		$8.88M Sell
150,857
-5,169
-3% -$303K 3.53% 7
2025
Q2 		$9.17M Buy
156,026
+23,728
+18% +$1.39M 3.88% 4
2025
Q1 		$7.76M Buy
132,298
+30,733
+30% +$1.79M 3.57% 4
2024
Q4 		$5.91M Buy
101,565
+711
+0.7% +$41.5K 2.91% 7
2024
Q3 		$5.95M Sell
100,854
-2,557
-2% -$150K 2.94% 8
2024
Q2 		$6M Buy
103,411
+653
+0.6% +$37.7K 3.19% 5
2024
Q1 		$5.97M Buy
102,758
+8,462
+9% +$492K 3.26% 5
2023
Q4 		$5.5M Sell
94,296
-11,287
-11% -$652K 3.22% 6
2023
Q3 		$6.08M Sell
105,583
-1,982
-2% -$114K 3.7% 3
2023
Q2 		$6.21M Sell
107,565
-21,392
-17% -$1.25M 3.32% 2
2023
Q1 		$7.55M Buy
128,957
+7,760
+6% +$451K 3.18% 4
2022
Q4 		$7.01M Sell
121,197
-9,063
-7% -$524K 3.43% 4
2022
Q3 		$7.53M Buy
130,260
+5,135
+4% +$301K 3.46% 4
2022
Q2 		$7.37M Buy
125,125
+10,135
+9% +$598K 3.33% 4
2022
Q1 		$6.81M Buy
114,990
+2,184
+2% +$131K 2.82% 5
2021
Q4 		$6.86M Buy
112,806
+8,904
+9% +$544K 3.03% 5
2021
Q3 		$6.38M Buy
103,902
+12,768
+14% +$785K 3.1% 5
2021
Q2 		$5.6M Buy
91,134
+13,521
+17% +$832K 2.88% 5
2021
Q1 		$4.78M Buy
77,613
+10,693
+16% +$658K 2.81% 5
2020
Q4 		$4.12M Buy
66,920
+10,253
+18% +$635K 2.75% 7
2020
Q3 		$3.52M Buy
56,667
+8,182
+17% +$508K 2.6% 8
2020
Q2 		$3.02M Buy
48,485
+4,746
+11% +$295K 2.35% 9
2020
Q1 		$2.73M Sell
43,739
-5,514
-11% -$338K 2.59% 7
2019
Q4 		$3M Buy
+49,253
New +$3M 2.53% 10

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

Disciplined Investments's VGSH Position: Q2 2026 in Review

Disciplined Investments increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 12% in Q2 2026, buying an estimated $1.22M and bringing the position to 194,611 shares worth $11.3M. The position accounts for 3.66% of the portfolio, ranked #6.

Disciplined Investments first reported a position in VGSH in Q4 2019 and has held it in 27 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Disciplined Investments held 194,611 shares of Vanguard Short-Term Treasury ETF worth $11.3M as of Q2 2026.
  • Disciplined Investments bought 20,881 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.22M.
  • Vanguard Short-Term Treasury ETF made up 3.66% of Disciplined Investments's portfolio in Q2 2026, its #6 holding.
  • Disciplined Investments first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.