Dynamic Wealth Strategies’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Dynamic Wealth Strategies’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	$8.97M	Buy	154,092 +142,891	+1,276%	+$8.33M	4.78%	6
2026 Q1	$656K	Buy	11,201 +8,087	+260%	+$475K	0.38%	37
2025 Q4	$183K	Buy	3,114 +360	+13%	+$21.2K	0.11%	88
2025 Q3	$162K	Sell	2,754 -802	-23%	-$47.1K	0.11%	83
2025 Q2	$209K	Sell	3,556 -242	-6%	-$14.2K	0.15%	65
2025 Q1	$223K	Sell	3,798 -565	-13%	-$33K	0.19%	63
2024 Q4	$254K	Sell	4,363 -94	-2%	-$5.49K	0.23%	54
2024 Q3	$263K	Buy	4,457 +93	+2%	+$5.45K	0.21%	53
2024 Q2	$253K	Buy	4,364 +1,410	+48%	+$81.5K	0.22%	53
2024 Q1	$172K	Sell	2,954 -53,223	-95%	-$3.09M	0.15%	71
2023 Q4	$3.28M	Buy	+56,177	New	+$3.25M	3.02%	10

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

Dynamic Wealth Strategies's VGSH Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1,276% in Q2 2026, buying an estimated $8.33M and bringing the position to 154,092 shares worth $8.97M. The position accounts for 4.78% of the portfolio, ranked #6.

Dynamic Wealth Strategies first reported a position in VGSH in Q4 2023 and has held it in 11 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Dynamic Wealth Strategies held 154,092 shares of Vanguard Short-Term Treasury ETF worth $8.97M as of Q2 2026.
Dynamic Wealth Strategies bought 142,891 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $8.33M.
Vanguard Short-Term Treasury ETF made up 4.78% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #6 holding.
Dynamic Wealth Strategies first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.