Essential Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Essential Partners’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	$4.99M	Buy	85,791 +29,435	+52%	+$1.72M	2.3%	2
2026 Q1	$3.3M	Buy	56,356 +5,900	+12%	+$346K	1.11%	7
2025 Q4	$2.96M	Sell	50,456 -513	-1%	-$30.2K	0.91%	11
2025 Q3	$3M	Sell	50,969 -7,669	-13%	-$450K	0.99%	9
2025 Q2	$3.45M	Buy	+58,638	New	+$3.43M	1.38%	3

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

Essential Partners's VGSH Position: Q2 2026 in Review

Essential Partners increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 52% in Q2 2026, buying an estimated $1.72M and bringing the position to 85,791 shares worth $4.99M. The position accounts for 2.3% of the portfolio, ranked #2.

Essential Partners first reported a position in VGSH in Q2 2025 and has held it in 5 quarters since. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Essential Partners held 85,791 shares of Vanguard Short-Term Treasury ETF worth $4.99M as of Q2 2026.
Essential Partners bought 29,435 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.72M.
Vanguard Short-Term Treasury ETF made up 2.3% of Essential Partners's portfolio in Q2 2026, its #2 holding.
Essential Partners first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.