FWL Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

FWL Investment 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	$24.1K	Hold	414	–	–	﹤0.01%	245
2026 Q1	$24.3K	Hold	414	–	–	0.01%	207
2025 Q4	$24.3K	Hold	414	–	–	0.01%	209
2025 Q3	$24.4K	Hold	414	–	–	0.01%	188
2025 Q2	$24.4K	Hold	414	–	–	0.01%	193
2025 Q1	$24.3K	Hold	414	–	–	0.01%	181
2024 Q4	$24.1K	Hold	414	–	–	0.01%	193
2024 Q3	$24.5K	Buy	+414	New	+$24.2K	0.01%	170

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

FWL Investment Management's VGSH Position: Q2 2026 in Review

FWL Investment Management held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 414 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

FWL Investment Management first reported a position in VGSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.5K in Q3 2024. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

FWL Investment Management held 414 shares of Vanguard Short-Term Treasury ETF worth $24.1K as of Q2 2026.
FWL Investment Management left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #245 holding.
FWL Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
FWL Investment Management's Vanguard Short-Term Treasury ETF position peaked at $24.5K in Q3 2024.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.