Elite Financial’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Elite Financial’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 Q1	$10.9M	Buy	186,607 +16,105	+9%	+$945K	4.9%	9
2025 Q4	$10M	Buy	170,502 +8,543	+5%	+$502K	4.55%	10
2025 Q3	$9.51M	Sell	161,959 -9,125	-5%	-$535K	4.36%	10
2025 Q2	$10M	Sell	171,084 -17,861	-9%	-$1.05M	4.94%	9
2025 Q1	$11.1M	Buy	188,945 +6,705	+4%	+$391K	5.86%	7
2024 Q4	$10.6M	Buy	+182,240	New	+$10.6M	5.74%	7

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Elite Financial's VGSH Position: Q1 2026 in Review

Elite Financial increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 9.4% in Q1 2026, buying an estimated $945K and bringing the position to 186,607 shares worth $10.9M. The position accounts for 4.9% of the portfolio, ranked #9.

Elite Financial first reported a position in VGSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.1M in Q1 2025. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Elite Financial held 186,607 shares of Vanguard Short-Term Treasury ETF worth $10.9M as of Q1 2026.
Elite Financial bought 16,105 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $945K.
Vanguard Short-Term Treasury ETF made up 4.9% of Elite Financial's portfolio in Q1 2026, its #9 holding.
Elite Financial first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Elite Financial's Vanguard Short-Term Treasury ETF position peaked at $11.1M in Q1 2025.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Elite Financial's 13F filing for Q1 2026, filed 12 May 2026.