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Eddie Patel Inc’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Eddie Patel Inc’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 		– Sell
-3,640
Closed -$213K – 152
2026
Q1 		$213K Buy
+3,640
New +$214K 0.16% 93

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

Eddie Patel Inc's VGSH Position: Q2 2026 in Review

Eddie Patel Inc sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026, closing a stake of 3,640 shares — an estimated $213K sold.

Eddie Patel Inc first reported a position in VGSH in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Eddie Patel Inc reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Eddie Patel Inc sold 3,640 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $213K.
  • Eddie Patel Inc first reported a position in Vanguard Short-Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Eddie Patel Inc's Vanguard Short-Term Treasury ETF position peaked at $213K in Q1 2026.
  • 1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Eddie Patel Inc's 13F filing for Q2 2026, filed 11 Aug 2026.