Founders Financial Alliance’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Founders Financial Alliance’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	$4.77K	Hold	82	–	–	﹤0.01%	733
2026 Q1	$4.8K	Buy	+82	New	+$4.81K	﹤0.01%	682
2025 Q4	–	Sell	-82	Closed	-$4.83K	–	722
2025 Q3	$4.83K	Buy	+82	New	+$4.81K	﹤0.01%	654
2025 Q2	–	Sell	-82	Closed	-$4.81K	–	621
2025 Q1	$4.81K	Sell	82 -160	-66%	-$9.34K	﹤0.01%	560
2024 Q4	$14.1K	Hold	242	–	–	﹤0.01%	461
2024 Q3	$14.3K	Buy	+242	New	+$14.2K	﹤0.01%	469
2023 Q3	–	Sell	-277	Closed	-$16K	–	519
2023 Q2	$16K	Buy	+277	New	+$16.1K	0.01%	423
2022 Q3	–	Sell	-117	Closed	-$7K	–	551
2022 Q2	$7K	Sell	117 -380	-76%	-$22.4K	﹤0.01%	451
2022 Q1	$29K	Hold	497	–	–	0.01%	353
2021 Q4	$30K	Hold	497	–	–	0.01%	386
2021 Q3	$31K	Sell	497 -80	-14%	-$4.92K	0.01%	357
2021 Q2	$35K	Buy	577 +300	+108%	+$18.5K	0.02%	365
2021 Q1	$17K	Buy	277 +160	+137%	+$9.85K	0.01%	385
2020 Q4	$7K	Hold	117	–	–	﹤0.01%	379
2020 Q3	$7K	Buy	+117	New	+$7.27K	﹤0.01%	891

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

Founders Financial Alliance's VGSH Position: Q2 2026 in Review

Founders Financial Alliance held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 82 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Founders Financial Alliance first reported a position in VGSH in Q3 2020 and has held it in 15 quarters since. The position peaked at $35K in Q2 2021. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Founders Financial Alliance held 82 shares of Vanguard Short-Term Treasury ETF worth $4.77K as of Q2 2026.
Founders Financial Alliance left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #733 holding.
Founders Financial Alliance first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and has held it in 15 quarters since.
Founders Financial Alliance's Vanguard Short-Term Treasury ETF position peaked at $35K in Q2 2021.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.