EverSource Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

EverSource Wealth Advisors’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	$11.5M	Buy	198,148 +35,669	+22%	+$2.08M	0.39%	60
2026 Q1	$9.51M	Buy	162,479 +8,256	+5%	+$485K	0.29%	70
2025 Q4	$9.06M	Buy	154,223 +23,804	+18%	+$1.4M	0.33%	69
2025 Q3	$7.68M	Sell	130,419 -22,559	-15%	-$1.32M	0.3%	78
2025 Q2	$8.99M	Buy	152,978 +31,485	+26%	+$1.84M	0.41%	60
2025 Q1	$7.13M	Buy	121,493 +1,237	+1%	+$72.2K	0.39%	64
2024 Q4	$7M	Buy	120,256 +54,635	+83%	+$3.19M	0.39%	61
2024 Q3	$3.87M	Buy	65,621 +14,160	+28%	+$829K	0.25%	86
2024 Q2	$3.01M	Buy	51,461 +14,820	+40%	+$856K	0.2%	102
2024 Q1	$2.11M	Buy	36,641 +6,989	+24%	+$406K	0.17%	113
2023 Q4	$1.73M	Buy	29,652 +7,895	+36%	+$456K	0.16%	118
2023 Q3	$1.25M	Sell	21,757 -144	-0.7%	-$8.3K	0.13%	136
2023 Q2	$1.26M	Sell	21,901 -576	-3%	-$33.5K	0.14%	138
2023 Q1	$1.32M	Buy	22,477 +500	+2%	+$29K	0.16%	116
2022 Q4	$1.27M	Sell	21,977 -1,765	-7%	-$102K	0.19%	98
2022 Q3	$1.37M	Sell	23,742 -5,040	-18%	-$295K	0.31%	61
2022 Q2	$1.69M	Sell	28,782 -3,211	-10%	-$189K	0.44%	46
2022 Q1	$1.9M	Sell	31,993 -1,307	-4%	-$78.5K	0.48%	42
2021 Q4	$2.02M	Buy	+33,300	New	+$2.04M	0.57%	35

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

EverSource Wealth Advisors's VGSH Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 22% in Q2 2026, buying an estimated $2.08M and bringing the position to 198,148 shares worth $11.5M. The position accounts for 0.39% of the portfolio, ranked #60.

EverSource Wealth Advisors first reported a position in VGSH in Q4 2021 and has held it in 19 quarters since. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

EverSource Wealth Advisors held 198,148 shares of Vanguard Short-Term Treasury ETF worth $11.5M as of Q2 2026.
EverSource Wealth Advisors bought 35,669 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.08M.
Vanguard Short-Term Treasury ETF made up 0.39% of EverSource Wealth Advisors's portfolio in Q2 2026, its #60 holding.
EverSource Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.