Five Pine Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Five Pine 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	$1.6M	Buy	27,541 +2,768	+11%	+$161K	0.91%	22
2026 Q1	$1.45M	Buy	24,773 +9,968	+67%	+$585K	0.9%	23
2025 Q4	$870K	Buy	14,805 +1,312	+10%	+$77.1K	0.56%	25
2025 Q3	$794K	Sell	13,493 -1,032	-7%	-$60.5K	0.54%	25
2025 Q2	$854K	Sell	14,525 -4,268	-23%	-$250K	0.63%	24
2025 Q1	$1.1M	Buy	18,793 +2,579	+16%	+$151K	0.9%	21
2024 Q4	$943K	Buy	+16,214	New	+$946K	0.8%	22

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

Five Pine Wealth Management's VGSH Position: Q2 2026 in Review

Five Pine Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 11% in Q2 2026, buying an estimated $161K and bringing the position to 27,541 shares worth $1.6M. The position accounts for 0.91% of the portfolio, ranked #22.

Five Pine Wealth Management first reported a position in VGSH in Q4 2024 and has held it in 7 quarters since. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Five Pine Wealth Management held 27,541 shares of Vanguard Short-Term Treasury ETF worth $1.6M as of Q2 2026.
Five Pine Wealth Management bought 2,768 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $161K.
Vanguard Short-Term Treasury ETF made up 0.91% of Five Pine Wealth Management's portfolio in Q2 2026, its #22 holding.
Five Pine Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.