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

EPG 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	$10.2M	Buy	175,881 +3,401	+2%	+$198K	2.45%	7
2026 Q1	$10.1M	Buy	172,480 +1,704	+1%	+$100K	2.74%	5
2025 Q4	$10M	Buy	170,776 +4,570	+3%	+$269K	2.7%	6
2025 Q3	$9.78M	Buy	166,206 +8,242	+5%	+$484K	2.69%	6
2025 Q2	$9.29M	Sell	157,964 -1,094	-0.7%	-$64.1K	2.79%	6
2025 Q1	$9.34M	Sell	159,058 -1,797	-1%	-$105K	2.6%	5
2024 Q4	$9.36M	Sell	160,855 -11,497	-7%	-$671K	2.47%	6
2024 Q3	$10.2M	Buy	+172,352	New	+$10.1M	2.57%	7
2024 Q2	–	Sell	-206,671	Closed	-$11.9M	–	5
2024 Q1	$12M	Sell	206,671 -9,316	-4%	-$542K	2.94%	5
2023 Q4	$12.5M	Sell	215,987 -19,876	-8%	-$1.15M	3.29%	4
2023 Q3	$13.6M	Sell	235,863 -2,321	-1%	-$134K	4.1%	4
2023 Q2	$13.8M	Buy	238,184 +4,277	+2%	+$249K	4.07%	4
2023 Q1	$13.7M	Buy	233,907 +1,453	+0.6%	+$84.4K	4.32%	4
2022 Q4	$13.4M	Buy	232,454 +7,207	+3%	+$416K	5.12%	3
2022 Q3	$13M	Buy	225,247 +186,937	+488%	+$10.9M	5.35%	3
2022 Q2	$2.25M	Buy	38,310 +30,025	+362%	+$1.77M	0.96%	21
2022 Q1	$491K	Sell	8,285 -1,126	-12%	-$67.7K	0.17%	114
2021 Q4	$572K	Buy	9,411 +2,163	+30%	+$132K	0.2%	104
2021 Q3	$445K	Buy	+7,248	New	+$446K	0.18%	117

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

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

EPG Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2% in Q2 2026, buying an estimated $198K and bringing the position to 175,881 shares worth $10.2M. The position accounts for 2.45% of the portfolio, ranked #7.

EPG Wealth Management first reported a position in VGSH in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.8M in Q2 2023. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

EPG Wealth Management held 175,881 shares of Vanguard Short-Term Treasury ETF worth $10.2M as of Q2 2026.
EPG Wealth Management bought 3,401 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $198K.
Vanguard Short-Term Treasury ETF made up 2.45% of EPG Wealth Management's portfolio in Q2 2026, its #7 holding.
EPG Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and has held it in 19 quarters since.
EPG Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $13.8M in Q2 2023.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.