Essex Financial Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Essex Financial Services’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	$354K	Sell	6,079 -175	-3%	-$10.2K	0.02%	599
2026 Q1	$366K	Hold	6,254	–	–	0.02%	551
2025 Q4	$367K	Sell	6,254 -1,285	-17%	-$75.5K	0.02%	541
2025 Q3	$444K	Buy	7,539 +181	+2%	+$10.6K	0.03%	454
2025 Q2	$433K	Sell	7,358 -325	-4%	-$19K	0.03%	441
2025 Q1	$451K	Sell	7,683 -50	-0.6%	-$2.92K	0.03%	405
2024 Q4	$450K	Buy	7,733 +2,807	+57%	+$164K	0.03%	400
2024 Q3	$288K	Sell	4,926 -300	-6%	-$17.6K	0.02%	507
2024 Q2	$306K	Buy	5,226 +790	+18%	+$45.6K	0.02%	468
2024 Q1	$258K	Sell	4,436 -855	-16%	-$49.7K	0.02%	452
2023 Q4	$309K	Buy	+5,291	New	+$306K	0.03%	391
2019 Q1	–	Sell	-4,607	Closed	-$277K	–	258
2018 Q4	$277K	Buy	+4,607	New	+$275K	0.08%	188

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

Essex Financial Services's VGSH Position: Q2 2026 in Review

Essex Financial Services reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.8% in Q2 2026, selling an estimated $10.2K and leaving 6,079 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #599.

Essex Financial Services first reported a position in VGSH in Q4 2018 and has held it in 12 quarters since. The position peaked at $451K in Q1 2025. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Essex Financial Services held 6,079 shares of Vanguard Short-Term Treasury ETF worth $354K as of Q2 2026.
Essex Financial Services sold 175 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $10.2K.
Vanguard Short-Term Treasury ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #599 holding.
Essex Financial Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and has held it in 12 quarters since.
Essex Financial Services's Vanguard Short-Term Treasury ETF position peaked at $451K in Q1 2025.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.