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Fortune Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Fortune Financial 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 		$5.7M Buy
97,858
+5,683
+6% +$331K 2.44% 7
2026
Q1 		$5.4M Buy
92,175
+4,519
+5% +$265K 2.75% 5
2025
Q4 		$5.15M Buy
87,656
+5,130
+6% +$302K 3.47% 5
2025
Q3 		$4.86M Buy
82,526
+3,118
+4% +$183K 3.65% 4
2025
Q2 		$4.67M Buy
79,408
+3,324
+4% +$195K 3.75% 3
2025
Q1 		$4.47M Buy
76,084
+1,726
+2% +$101K 3.85% 3
2024
Q4 		$4.33M Buy
74,358
+5,213
+8% +$304K 3.93% 3
2024
Q3 		$4.08M Buy
69,145
+1,950
+3% +$114K 3.7% 3
2024
Q2 		$3.9M Buy
67,195
+3,756
+6% +$217K 2.39% 7
2024
Q1 		$3.68M Buy
63,439
+8,379
+15% +$487K 2.33% 8
2023
Q4 		$3.21M Buy
55,060
+5,625
+11% +$325K 2.24% 7
2023
Q3 		$2.85M Buy
49,435
+1,634
+3% +$94.2K 2.18% 10
2023
Q2 		$2.76M Buy
+47,801
New +$2.78M 2.07% 9

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Fortune Financial Advisors's VGSH Position: Q2 2026 in Review

Fortune Financial Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 6.2% in Q2 2026, buying an estimated $331K and bringing the position to 97,858 shares worth $5.7M. The position accounts for 2.44% of the portfolio, ranked #7.

Fortune Financial Advisors first reported a position in VGSH in Q2 2023 and has held it in 13 quarters since. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Fortune Financial Advisors held 97,858 shares of Vanguard Short-Term Treasury ETF worth $5.7M as of Q2 2026.
  • Fortune Financial Advisors bought 5,683 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $331K.
  • Vanguard Short-Term Treasury ETF made up 2.44% of Fortune Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Fortune Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.