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

Evolution 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	–	Sell	-3,431	Closed	-$201K	–	197
2026 Q1	$201K	Buy	+3,431	New	+$201K	0.02%	170
2021 Q4	–	Sell	-822	Closed	-$50K	–	610
2021 Q3	$50K	Buy	+822	New	+$50.5K	0.01%	214

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

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

Evolution Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026, closing a stake of 3,431 shares — an estimated $201K sold.

Evolution Wealth Advisors first reported a position in VGSH in Q3 2021 and held it in 2 quarters. The position peaked at $201K in Q1 2026. 1,092 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Evolution Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Evolution Wealth Advisors sold 3,431 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $201K.
Evolution Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and held it in 2 quarters.
Evolution Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $201K in Q1 2026.
1,092 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.