EP Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

EP Wealth Advisors’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	$667K	Buy	11,453 +2,437	+27%	+$142K	﹤0.01%	902
2026 Q1	$528K	Sell	9,016 -14,293	-61%	-$839K	﹤0.01%	875
2025 Q4	$1.37M	Buy	+23,309	New	+$1.37M	0.01%	531
2025 Q2	$815K	Buy	13,867 +3,597	+35%	+$211K	0.01%	621
2025 Q1	$603K	Buy	10,270 +901	+10%	+$52.6K	﹤0.01%	638
2024 Q4	$545K	Buy	9,369 +372	+4%	+$21.7K	﹤0.01%	664
2024 Q3	$531K	Sell	8,997 -1,836	-17%	-$108K	﹤0.01%	672
2024 Q2	$628K	Buy	10,833 +1,029	+10%	+$59.5K	0.01%	486
2024 Q1	$569K	Sell	9,804 -180	-2%	-$10.5K	0.01%	489
2023 Q4	$582K	Buy	9,984 +2,493	+33%	+$144K	0.01%	466
2023 Q3	$431K	Sell	7,491 -26,225	-78%	-$1.51M	0.01%	483
2023 Q2	$477K	Buy	33,716 +22,847	+210%	+$1.33M	0.01%	473
2023 Q1	$712K	Sell	10,869 -38,919	-78%	-$2.26M	0.01%	350
2022 Q4	$2.88M	Sell	49,788 -23	-0%	-$1.33K	0.05%	181
2022 Q3	$2.88M	Buy	49,811 +319	+0.6%	+$18.7K	0.07%	160
2022 Q2	$2.91M	Buy	49,492 +103	+0.2%	+$6.08K	0.07%	159
2022 Q1	$2.93M	Sell	49,389 -112	-0.2%	-$6.73K	0.06%	164
2021 Q4	$3.01M	Sell	49,501 -2,418	-5%	-$148K	0.07%	148
2021 Q3	$3.19M	Sell	51,919 -1,470	-3%	-$90.4K	0.09%	127
2021 Q2	$3.28M	Buy	53,389 +31,670	+146%	+$1.95M	0.09%	134
2021 Q1	$1.34M	Buy	21,719 +1,625	+8%	+$100K	0.04%	206
2020 Q4	$1.24M	Buy	+20,094	New	+$1.25M	0.04%	170
2016 Q4	–	Sell	-3,553	Closed	-$217K	–	153
2016 Q3	$217K	Buy	+3,553	New	+$217K	0.03%	128
2016 Q2	–	Sell	-4,190	Closed	-$256K	–	146
2016 Q1	$256K	Sell	4,190 -3,385	-45%	-$207K	0.04%	115
2015 Q4	$460K	Buy	+7,575	New	+$462K	0.08%	96

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

EP Wealth Advisors's VGSH Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 27% in Q2 2026, buying an estimated $142K and bringing the position to 11,453 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

EP Wealth Advisors first reported a position in VGSH in Q4 2015 and has held it in 25 quarters since. The position peaked at $3.28M in Q2 2021. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

EP Wealth Advisors held 11,453 shares of Vanguard Short-Term Treasury ETF worth $667K as of Q2 2026.
EP Wealth Advisors bought 2,437 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $142K.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #902 holding.
EP Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2015 and has held it in 25 quarters since.
EP Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $3.28M in Q2 2021.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.