Excelsior Advisor Network’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.54M Buy
78,076
+15,676
+25% +$914K 0.6% 40
2026
Q1
$3.65M Sell
62,400
-8,029
-11% -$471K 1.39% 20
2025
Q4
$4.14M Buy
+70,429
New +$4.14M 2.01% 14

Other funds holding VGSH

Excelsior Advisor Network's VGSH Position: Q2 2026 in Review

Excelsior Advisor Network increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 25% in Q2 2026, buying an estimated $914K and bringing the position to 78,076 shares worth $4.54M. The position accounts for 0.6% of the portfolio, ranked #40.

Excelsior Advisor Network first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Excelsior Advisor Network held 78,076 shares of Vanguard Short-Term Treasury ETF worth $4.54M as of Q2 2026.
  • Excelsior Advisor Network bought 15,676 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $914K.
  • Vanguard Short-Term Treasury ETF made up 0.6% of Excelsior Advisor Network's portfolio in Q2 2026, its #40 holding.
  • Excelsior Advisor Network first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.