Elevation Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Elevation Wealth Partners’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	$45.9K	Buy	789 +3	+0.4%	+$175	0.01%	326
2026 Q1	$46K	Buy	786 +2	+0.3%	+$117	0.02%	254
2025 Q4	$46.1K	Buy	784 +3	+0.4%	+$176	0.02%	251
2025 Q3	$45.9K	Buy	781 +3	+0.4%	+$176	0.02%	250
2025 Q2	$45.7K	Buy	778 +3	+0.4%	+$176	0.02%	246
2025 Q1	$45.5K	Buy	775 +2	+0.3%	+$117	0.02%	237
2024 Q4	$45K	Buy	773 +4	+0.5%	+$233	0.02%	239
2024 Q3	$45.4K	Buy	769 +3	+0.4%	+$176	0.02%	227
2024 Q2	$44.4K	Buy	766 +3	+0.4%	+$173	0.02%	223
2024 Q1	$44.3K	Buy	763 +5	+0.7%	+$291	0.02%	230
2023 Q4	$43.6K	Hold	758	–	–	0.03%	222
2023 Q3	$43.6K	Buy	758 +3	+0.4%	+$173	0.04%	162
2023 Q2	$43.6K	Buy	755 +2	+0.3%	+$116	0.04%	169
2023 Q1	$44.1K	Buy	+753	New	+$43.7K	0.04%	172

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

Elevation Wealth Partners's VGSH Position: Q2 2026 in Review

Elevation Wealth Partners increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.38% in Q2 2026, buying an estimated $175 and bringing the position to 789 shares worth $45.9K. The position accounts for 0.01% of the portfolio, ranked #326.

Elevation Wealth Partners first reported a position in VGSH in Q1 2023 and has held it in 14 quarters since. The position peaked at $46.1K in Q4 2025. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Elevation Wealth Partners held 789 shares of Vanguard Short-Term Treasury ETF worth $45.9K as of Q2 2026.
Elevation Wealth Partners bought 3 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $175.
Vanguard Short-Term Treasury ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #326 holding.
Elevation Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $46.1K in Q4 2025.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.