FSM Wealth Advisors’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
$456K Sell
7,840
-2,146
-21% -$125K 0.05% 197
2026
Q1
$585K Hold
9,986
0.08% 147
2025
Q4
$586K Buy
9,986
+366
+4% +$21.5K 0.08% 146
2025
Q3
$566K Buy
+9,620
New +$564K 0.08% 158

Other funds holding VGSH

FSM Wealth Advisors's VGSH Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 21% in Q2 2026, selling an estimated $125K and leaving 7,840 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #197.

FSM Wealth Advisors first reported a position in VGSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $586K in Q4 2025. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • FSM Wealth Advisors held 7,840 shares of Vanguard Short-Term Treasury ETF worth $456K as of Q2 2026.
  • FSM Wealth Advisors sold 2,146 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $125K.
  • Vanguard Short-Term Treasury ETF made up 0.05% of FSM Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • FSM Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • FSM Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $586K in Q4 2025.
  • 1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.