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

Empirical 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	$70.6M	Buy	1,212,961 +62,792	+5%	+$3.66M	1.03%	19
2026 Q1	$67.3M	Buy	1,150,169 +43,422	+4%	+$2.55M	1.16%	14
2025 Q4	$65M	Buy	1,106,747 +59,105	+6%	+$3.47M	1.16%	19
2025 Q3	$61.7M	Buy	1,047,642 +34,859	+3%	+$2.05M	1.23%	18
2025 Q2	$59.5M	Buy	1,012,783 +32,651	+3%	+$1.91M	1.34%	18
2025 Q1	$57.5M	Buy	980,132 +15,277	+2%	+$892K	1.48%	15
2024 Q4	$56.1M	Buy	964,855 +58,001	+6%	+$3.38M	1.52%	15
2024 Q3	$53.5M	Buy	906,854 +29,728	+3%	+$1.74M	1.5%	15
2024 Q2	$50.9M	Buy	877,126 +26,624	+3%	+$1.54M	1.51%	16
2024 Q1	$49.4M	Buy	850,502 +20,418	+2%	+$1.19M	1.49%	17
2023 Q4	$48.4M	Buy	830,084 +28,404	+4%	+$1.64M	1.61%	17
2023 Q3	$46.2M	Buy	801,680 +32,465	+4%	+$1.87M	1.81%	14
2023 Q2	$44.4M	Buy	769,215 +22,561	+3%	+$1.31M	1.79%	15
2023 Q1	$43.7M	Buy	746,654 +19,850	+3%	+$1.15M	1.9%	14
2022 Q4	$42M	Buy	726,804 +2,400	+0.3%	+$139K	1.98%	14
2022 Q3	$41.9M	Sell	724,404 -31,976	-4%	-$1.87M	2.19%	10
2022 Q2	$44.5M	Sell	756,380 -54,367	-7%	-$3.21M	2.34%	10
2022 Q1	$48M	Buy	810,747 +61,870	+8%	+$3.72M	2.4%	8
2021 Q4	$45.6M	Buy	748,877 +32,714	+5%	+$2M	2.27%	9
2021 Q3	$44M	Sell	716,163 -2,098	-0.3%	-$129K	2.5%	7
2021 Q2	$44.1M	Buy	718,261 +23,097	+3%	+$1.42M	2.67%	5
2021 Q1	$42.8M	Sell	695,164 -27,789	-4%	-$1.71M	3.43%	4
2020 Q4	$44.5M	Sell	722,953 -17,748	-2%	-$1.1M	3.39%	4
2020 Q3	$46M	Buy	740,701 +5,474	+0.7%	+$340K	3.93%	4
2020 Q2	$45.7M	Buy	735,227 +62,913	+9%	+$3.91M	4.27%	4
2020 Q1	$41.9M	Buy	672,314 +170,500	+34%	+$10.5M	4.58%	4
2019 Q4	$30.5M	Buy	501,814 +359,897	+254%	+$21.9M	3.35%	6
2019 Q3	$8.65M	Buy	+141,917	New	+$8.64M	1.05%	17
2019 Q2	–	Sell	-4,060	Closed	-$245K	–	272
2019 Q1	$245K	Sell	4,060 -4,817	-54%	-$290K	0.04%	205
2018 Q4	$534K	Buy	+8,877	New	+$530K	0.09%	116

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

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

Empirical Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.5% in Q2 2026, buying an estimated $3.66M and bringing the position to 1,212,961 shares worth $70.6M. The position accounts for 1.03% of the portfolio, ranked #19.

Empirical Wealth Management first reported a position in VGSH in Q4 2018 and has held it in 30 quarters since. 1,092 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Empirical Wealth Management held 1,212,961 shares of Vanguard Short-Term Treasury ETF worth $70.6M as of Q2 2026.
Empirical Wealth Management bought 62,792 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $3.66M.
Vanguard Short-Term Treasury ETF made up 1.03% of Empirical Wealth Management's portfolio in Q2 2026, its #19 holding.
Empirical Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and has held it in 30 quarters since.
1,092 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.