Elmwood Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Elmwood Wealth Management’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	$5.28M	Buy	90,682 +2,342	+3%	+$137K	1.32%	22
2026 Q1	$5.17M	Buy	88,340 +142	+0.2%	+$8.34K	1.43%	19
2025 Q4	$5.18M	Sell	88,198 -327	-0.4%	-$19.2K	1.64%	15
2025 Q3	$5.21M	Buy	88,525 +5,232	+6%	+$307K	1.85%	15
2025 Q2	$4.9M	Sell	83,293 -9,729	-10%	-$570K	1.94%	12
2025 Q1	$5.46M	Sell	93,022 -7,727	-8%	-$451K	2.24%	9
2024 Q4	$5.86M	Sell	100,749 -7,085	-7%	-$413K	2.37%	10
2024 Q3	$6.36M	Sell	107,834 -56,972	-35%	-$3.34M	2.62%	4
2024 Q2	$9.56M	Sell	164,806 -4,520	-3%	-$261K	4.26%	1
2024 Q1	$9.83M	Buy	169,326 +89,483	+112%	+$5.2M	4.21%	2
2023 Q4	$4.66M	Sell	79,843 -15,184	-16%	-$878K	3.27%	4
2023 Q3	$5.47M	Buy	95,027 +30,565	+47%	+$1.76M	2.64%	8
2023 Q2	$3.72M	Buy	64,462 +39,239	+156%	+$2.28M	1.73%	11
2023 Q1	$1.48M	Sell	25,223 -21,429	-46%	-$1.24M	0.7%	50
2022 Q4	$2.7M	Buy	46,652 +23,581	+102%	+$1.36M	1.35%	17
2022 Q3	$1.33M	Sell	23,071 -2,705	-10%	-$158K	0.67%	50
2022 Q2	$1.52M	Sell	25,776 -43,265	-63%	-$2.55M	0.86%	43
2022 Q1	$4.09M	Buy	69,041 +1,496	+2%	+$89.9K	2.1%	8
2021 Q4	$4.11M	Buy	+67,545	New	+$4.13M	1.96%	8
2021 Q2	$5.83M	Sell	94,917 -7,480	-7%	-$460K	3.07%	4
2021 Q1	$6.3M	Buy	+102,397	New	+$6.3M	3.84%	2
2020 Q3	$7.97M	Hold	128,074	–	–	6.46%	2
2020 Q2	$7.97M	Buy	+128,074	New	+$7.97M	6.46%	2
2020 Q1	–	Sell	-106,904	Closed	-$6.5M	–	314
2019 Q4	$6.5M	Buy	+106,904	New	+$6.51M	5.67%	2
2019 Q3	–	Sell	-83,704	Closed	-$5.1M	–	282
2019 Q2	$5.1M	Sell	83,704 -1,035	-1%	-$62.6K	4.51%	3
2019 Q1	$5.12M	Buy	84,739 +23,299	+38%	+$1.4M	4.73%	3
2018 Q4	$3.69M	Buy	+61,440	New	+$3.67M	3.57%	2

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

Elmwood Wealth Management's VGSH Position: Q2 2026 in Review

Elmwood Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.7% in Q2 2026, buying an estimated $137K and bringing the position to 90,682 shares worth $5.28M. The position accounts for 1.32% of the portfolio, ranked #22.

Elmwood Wealth Management first reported a position in VGSH in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.83M in Q1 2024. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Elmwood Wealth Management held 90,682 shares of Vanguard Short-Term Treasury ETF worth $5.28M as of Q2 2026.
Elmwood Wealth Management bought 2,342 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $137K.
Vanguard Short-Term Treasury ETF made up 1.32% of Elmwood Wealth Management's portfolio in Q2 2026, its #22 holding.
Elmwood Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and has held it in 27 quarters since.
Elmwood Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $9.83M in Q1 2024.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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