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Evensky & Katz’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Evensky & Katz’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 		$80.4M Buy
1,381,942
+57,086
+4% +$3.33M 4.15% 7
2026
Q1 		$77.6M Buy
1,324,856
+58,687
+5% +$3.44M 4.41% 7
2025
Q4 		$74.4M Buy
1,266,169
+45,213
+4% +$2.66M 4.2% 8
2025
Q3 		$71.9M Buy
1,220,956
+45,307
+4% +$2.66M 4.17% 8
2025
Q2 		$69.1M Buy
1,175,649
+17,816
+2% +$1.04M 4.22% 8
2025
Q1 		$68M Buy
1,157,833
+25,235
+2% +$1.47M 4.56% 7
2024
Q4 		$65.9M Buy
1,132,598
+46,246
+4% +$2.7M 4.31% 7
2024
Q3 		$64.1M Buy
1,086,352
+28,100
+3% +$1.65M 4.17% 8
2024
Q2 		$61.4M Sell
1,058,252
-3,009
-0.3% -$174K 4.27% 7
2024
Q1 		$61.6M Sell
1,061,261
-28,948
-3% -$1.68M 4.35% 7
2023
Q4 		$63.6M Buy
1,090,209
+64,365
+6% +$3.72M 4.78% 7
2023
Q3 		$59.1M Buy
1,025,844
+6,311
+0.6% +$364K 5.05% 6
2023
Q2 		$58.9M Buy
1,019,533
+438,833
+76% +$25.6M 4.46% 7
2023
Q1 		$34M Buy
580,700
+22,097
+4% +$1.28M 2.74% 12
2022
Q4 		$32.3M Buy
+558,603
New +$32.3M 2.91% 11
2020
Q2 		– Sell
-33
Closed -$2K – 98
2020
Q1 		$2K Sell
33
-17
-34% -$1.04K ﹤0.01% 99
2019
Q4 		$3K Sell
50
-1,268
-96% -$77.2K ﹤0.01% 99
2019
Q3 		$80K Buy
1,318
+681
+107% +$41.5K 0.01% 91
2019
Q2 		$39K Sell
637
-1,724
-73% -$104K 0.01% 94
2019
Q1 		$142K Sell
2,361
-1,411
-37% -$84.9K 0.02% 86
2018
Q4 		$225K Hold
3,772
– – 0.04% 53
2018
Q3 		$225K Buy
3,772
+3,721
+7,296% +$223K 0.03% 44
2018
Q2 		$3K Buy
+51
New +$3.05K ﹤0.01% 60
2018
Q1 		– Sell
-2,633
Closed -$158K – 64
2017
Q4 		$158K Buy
2,633
+508
+24% +$30.7K 0.03% 37
2017
Q3 		$129K Buy
+2,125
New +$129K 0.02% 39

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Evensky & Katz's VGSH Position: Q2 2026 in Review

Evensky & Katz increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.3% in Q2 2026, buying an estimated $3.33M and bringing the position to 1,381,942 shares worth $80.4M. The position accounts for 4.15% of the portfolio, ranked #7.

Evensky & Katz first reported a position in VGSH in Q3 2017 and has held it in 25 quarters since. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Evensky & Katz held 1,381,942 shares of Vanguard Short-Term Treasury ETF worth $80.4M as of Q2 2026.
  • Evensky & Katz bought 57,086 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $3.33M.
  • Vanguard Short-Term Treasury ETF made up 4.15% of Evensky & Katz's portfolio in Q2 2026, its #7 holding.
  • Evensky & Katz first reported a position in Vanguard Short-Term Treasury ETF in Q3 2017 and has held it in 25 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Evensky & Katz's 13F filing for Q2 2026, filed 22 Jul 2026.