E&R 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
$18.3M Buy
314,957
+31,709
+11% +$1.85M 15.55% 4
2026
Q1
$16.6M Buy
283,248
+13,541
+5% +$795K 16.52% 3
2025
Q4
$15.8M Buy
+269,707
New +$15.9M 16.53% 4

Other funds holding VGSH

E&R Wealth Management's VGSH Position: Q2 2026 in Review

E&R Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 11% in Q2 2026, buying an estimated $1.85M and bringing the position to 314,957 shares worth $18.3M. The position accounts for 15.55% of the portfolio, ranked #4.

E&R Wealth Management first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • E&R Wealth Management held 314,957 shares of Vanguard Short-Term Treasury ETF worth $18.3M as of Q2 2026.
  • E&R Wealth Management bought 31,709 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.85M.
  • Vanguard Short-Term Treasury ETF made up 15.55% of E&R Wealth Management's portfolio in Q2 2026, its #4 holding.
  • E&R Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on E&R Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.