Evanson Asset Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Evanson Asset 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 Q1	$345K	Buy	5,899 +2,011	+52%	+$118K	0.02%	236
2025 Q4	$228K	Buy	+3,888	New	+$229K	0.01%	308
2025 Q3	–	Sell	-9,535	Closed	-$560K	–	343
2025 Q2	$560K	Sell	9,535 -1,407	-13%	-$82.4K	0.03%	186
2025 Q1	$642K	Buy	10,942 +4,491	+70%	+$262K	0.05%	154
2024 Q4	$375K	Sell	6,451 -594	-8%	-$34.7K	0.03%	209
2024 Q3	$416K	Buy	7,045 +112	+2%	+$6.56K	0.03%	199
2024 Q2	$402K	Sell	6,933 -1,297	-16%	-$74.9K	0.03%	195
2024 Q1	$478K	Buy	8,230 +932	+13%	+$54.2K	0.04%	187
2023 Q4	$426K	Buy	7,298 +1,798	+33%	+$104K	0.03%	193
2023 Q3	$317K	Hold	5,500	–	–	0.03%	213
2023 Q2	$318K	Hold	5,500	–	–	0.03%	214
2023 Q1	$322K	Hold	5,500	–	–	0.03%	207
2022 Q4	$318K	Hold	5,500	–	–	0.03%	200
2022 Q3	$318K	Hold	5,500	–	–	0.04%	199
2022 Q2	$324K	Hold	5,500	–	–	0.04%	203
2022 Q1	$326K	Hold	5,500	–	–	0.03%	219
2021 Q4	$335K	Buy	+5,500	New	+$336K	0.03%	223
2021 Q1	–	Sell	-132,290	Closed	-$8.15M	–	293
2020 Q4	$8.15M	Buy	132,290 +11,779	+10%	+$730K	1.3%	15
2020 Q3	$7.48M	Buy	+120,511	New	+$7.49M	1.35%	14

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Evanson Asset Management's VGSH Position: Q1 2026 in Review

Evanson Asset Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 52% in Q1 2026, buying an estimated $118K and bringing the position to 5,899 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #236.

Evanson Asset Management first reported a position in VGSH in Q3 2020 and has held it in 19 quarters since. The position peaked at $8.15M in Q4 2020. 1,062 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Evanson Asset Management held 5,899 shares of Vanguard Short-Term Treasury ETF worth $345K as of Q1 2026.
Evanson Asset Management bought 2,011 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $118K.
Vanguard Short-Term Treasury ETF made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #236 holding.
Evanson Asset Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and has held it in 19 quarters since.
Evanson Asset Management's Vanguard Short-Term Treasury ETF position peaked at $8.15M in Q4 2020.
1,062 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.