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Foundations Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Foundations Investment 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
Q1 		$19.7M Buy
336,662
+34,117
+11% +$2M 0.24% 97
2025
Q4 		$17.8M Sell
302,545
-21,452
-7% -$1.26M 0.23% 97
2025
Q3 		$19.1M Sell
323,997
-23,161
-7% -$1.36M 0.28% 83
2025
Q2 		$20.4M Buy
347,158
+2,005
+0.6% +$117K 0.32% 77
2025
Q1 		$20.3M Sell
345,153
-13,957
-4% -$815K 0.37% 67
2024
Q4 		$20.9M Sell
359,110
-65,390
-15% -$3.82M 0.4% 62
2024
Q3 		$25.1M Sell
424,500
-225,122
-35% -$13.2M 0.53% 47
2024
Q2 		$37.7M Sell
649,622
-35,599
-5% -$2.06M 0.91% 26
2024
Q1 		$39.8M Sell
685,221
-359,577
-34% -$20.9M 1.04% 25
2023
Q4 		$61M Sell
1,044,798
-11,033
-1% -$638K 1.64% 12
2023
Q3 		$60.8M Buy
1,055,831
+62,046
+6% +$3.58M 1.87% 11
2023
Q2 		$57.4M Sell
993,785
-485,868
-33% -$28.3M 1.9% 11
2023
Q1 		$86.6M Buy
1,479,653
+1,471,266
+17,542% +$85.4M 3.1% 7
2022
Q4 		$485K Sell
8,387
-42,735
-84% -$2.47M 0.02% 280
2022
Q3 		$2.95M Sell
51,122
-39,022
-43% -$2.28M 0.13% 73
2022
Q2 		$5.3M Buy
90,144
+85,774
+1,963% +$5.06M 0.22% 53
2022
Q1 		$259K Sell
4,370
-8,222
-65% -$494K 0.01% 305
2021
Q4 		$763K Sell
12,592
-833
-6% -$50.9K 0.03% 152
2021
Q3 		$824K Sell
13,425
-889
-6% -$54.6K 0.04% 128
2021
Q2 		$880K Buy
14,314
+1,716
+14% +$106K 0.04% 109
2021
Q1 		$775K Buy
12,598
+8,662
+220% +$533K 0.04% 99
2020
Q4 		$242K Sell
3,936
-268,581
-99% -$16.6M 0.02% 164
2020
Q3 		$16.9M Buy
+272,517
New +$16.9M 3.71% 5

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Foundations Investment Advisors's VGSH Position: Q1 2026 in Review

Foundations Investment Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 11% in Q1 2026, buying an estimated $2M and bringing the position to 336,662 shares worth $19.7M. The position accounts for 0.24% of the portfolio, ranked #97.

Foundations Investment Advisors first reported a position in VGSH in Q3 2020 and has held it in 23 quarters since. The position peaked at $86.6M in Q1 2023. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

  • Foundations Investment Advisors held 336,662 shares of Vanguard Short-Term Treasury ETF worth $19.7M as of Q1 2026.
  • Foundations Investment Advisors bought 34,117 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $2M.
  • Vanguard Short-Term Treasury ETF made up 0.24% of Foundations Investment Advisors's portfolio in Q1 2026, its #97 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and has held it in 23 quarters since.
  • Foundations Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $86.6M in Q1 2023.
  • 1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.