GEN Financial Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

GEN Financial 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	$13.2M	Buy	227,547 +10,045	+5%	+$586K	7.92%	5
2026 Q1	$12.7M	Sell	217,502 -14,757	-6%	-$866K	7.88%	5
2025 Q4	$13.6M	Buy	232,259 +39,193	+20%	+$2.3M	8.59%	4
2025 Q3	$11.4M	Sell	193,066 -27,332	-12%	-$1.6M	9.8%	5
2025 Q2	$13M	Sell	220,398 -111,327	-34%	-$6.52M	10.59%	4
2025 Q1	$19.5M	Sell	331,725 -5,194	-2%	-$303K	13.19%	4
2024 Q4	$19.6M	Buy	+336,919	New	+$19.7M	12.72%	4

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

GEN Financial Management's VGSH Position: Q2 2026 in Review

GEN Financial Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.6% in Q2 2026, buying an estimated $586K and bringing the position to 227,547 shares worth $13.2M. The position accounts for 7.92% of the portfolio, ranked #5.

GEN Financial Management first reported a position in VGSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.6M in Q4 2024. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

GEN Financial Management held 227,547 shares of Vanguard Short-Term Treasury ETF worth $13.2M as of Q2 2026.
GEN Financial Management bought 10,045 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $586K.
Vanguard Short-Term Treasury ETF made up 7.92% of GEN Financial Management's portfolio in Q2 2026, its #5 holding.
GEN Financial Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
GEN Financial Management's Vanguard Short-Term Treasury ETF position peaked at $19.6M in Q4 2024.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.