EWM
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Evermay Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Evermay Wealth 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
Q2 		$2.47M Buy
42,491
+36,186
+574% +$2.11M 0.25% 39
2026
Q1 		$369K Buy
6,305
+6,216
+6,984% +$365K 0.04% 140
2025
Q4 		$5.23K Sell
89
-64
-42% -$3.76K ﹤0.01% 484
2025
Q3 		$9.01K Buy
+153
New +$8.98K ﹤0.01% 453

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Evermay Wealth Management's VGSH Position: Q2 2026 in Review

Evermay Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 574% in Q2 2026, buying an estimated $2.11M and bringing the position to 42,491 shares worth $2.47M. The position accounts for 0.25% of the portfolio, ranked #39.

Evermay Wealth Management first reported a position in VGSH in Q3 2025 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Evermay Wealth Management held 42,491 shares of Vanguard Short-Term Treasury ETF worth $2.47M as of Q2 2026.
  • Evermay Wealth Management bought 36,186 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.11M.
  • Vanguard Short-Term Treasury ETF made up 0.25% of Evermay Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Evermay Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 386 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.