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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$709K Buy
12,215
+807
+7% +$47K 0.01% 759
2026
Q1
$666K Buy
11,408
+524
+5% +$30.8K 0.01% 727
2025
Q4
$640K Sell
10,884
-855
-7% -$50.3K 0.03% 391
2025
Q3
$689K Sell
11,739
-500
-4% -$29.3K 0.04% 331
2025
Q2
$718K Buy
12,239
+1,307
+12% +$76.6K 0.04% 319
2025
Q1
$644K Buy
10,932
+2,738
+33% +$160K 0.05% 310
2024
Q4
$476K Buy
8,194
+2,135
+35% +$125K 0.04% 352
2024
Q3
$354K Buy
+6,059
New +$355K 0.03% 373

Other funds holding VGSH

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

Diversify Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.1% in Q2 2026, buying an estimated $47K and bringing the position to 12,215 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #759.

Diversify Wealth Management first reported a position in VGSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $718K in Q2 2025. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Diversify Wealth Management held 12,215 shares of Vanguard Short-Term Treasury ETF worth $709K as of Q2 2026.
  • Diversify Wealth Management bought 807 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $47K.
  • Vanguard Short-Term Treasury ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #759 holding.
  • Diversify Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $718K in Q2 2025.
  • 1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.