Ethos Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Ethos Financial Group’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	$548K	Sell	9,434 -2,464	-21%	-$144K	0.04%	340
2026 Q1	$697K	Buy	11,898 +642	+6%	+$37.7K	0.05%	258
2025 Q4	$661K	Buy	11,256 +440	+4%	+$25.9K	0.05%	253
2025 Q3	$637K	Buy	10,816 +175	+2%	+$10.3K	0.05%	234
2025 Q2	$625K	Sell	10,641 -2,354	-18%	-$138K	0.05%	232
2025 Q1	$757K	Buy	12,995 +2,628	+25%	+$153K	0.07%	176
2024 Q4	$603K	Sell	10,367 -22,257	-68%	-$1.3M	0.08%	141
2024 Q3	$1.93M	Buy	32,624 +2,743	+9%	+$161K	0.32%	56
2024 Q2	$1.73M	Sell	29,881 -538	-2%	-$31.1K	0.31%	58
2024 Q1	$1.77M	Sell	30,419 -3,256	-10%	-$189K	0.33%	56
2023 Q4	$1.96M	Sell	33,675 -48,752	-59%	-$2.82M	0.42%	49
2023 Q3	$4.75M	Sell	82,427 -40,979	-33%	-$2.36M	1.23%	30
2023 Q2	$7.22M	Hold	123,406	–	–	2.44%	14
2023 Q1	$7.22M	Sell	123,406 -30,674	-20%	-$1.78M	2.25%	15
2022 Q4	$8.9M	Buy	+154,080	New	+$8.9M	3.01%	9

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

Ethos Financial Group's VGSH Position: Q2 2026 in Review

Ethos Financial Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 21% in Q2 2026, selling an estimated $144K and leaving 9,434 shares worth $548K. The position accounts for 0.04% of the portfolio, ranked #340.

Ethos Financial Group first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.9M in Q4 2022. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Ethos Financial Group held 9,434 shares of Vanguard Short-Term Treasury ETF worth $548K as of Q2 2026.
Ethos Financial Group sold 2,464 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $144K.
Vanguard Short-Term Treasury ETF made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #340 holding.
Ethos Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Ethos Financial Group's Vanguard Short-Term Treasury ETF position peaked at $8.9M in Q4 2022.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.