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

Glass Jacobson 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 Q2	$2.47M	Buy	42,387 +2,291	+6%	+$134K	0.77%	45
2026 Q1	$2.35M	Sell	40,096 -321	-0.8%	-$18.8K	0.81%	40
2025 Q4	$2.37M	Sell	40,417 -3,523	-8%	-$207K	0.85%	42
2025 Q3	$2.59M	Buy	43,940 +609	+1%	+$35.7K	0.94%	36
2025 Q2	$2.55M	Buy	43,331 +1,273	+3%	+$74.6K	0.98%	31
2025 Q1	$2.45M	Hold	42,058	–	–	0.8%	35
2024 Q4	$2.45M	Buy	42,058 +2,550	+6%	+$149K	0.8%	35
2024 Q3	$2.33M	Buy	39,508 +1,733	+5%	+$102K	0.77%	37
2024 Q2	$2.19M	Buy	37,775 +2,695	+8%	+$156K	0.8%	34
2024 Q1	$2.04M	Buy	35,080 +2,375	+7%	+$138K	0.77%	36
2023 Q4	$1.91M	Buy	32,705 +7,632	+30%	+$441K	0.78%	32
2023 Q3	$1.44M	Buy	25,073 +3,148	+14%	+$181K	0.66%	45
2023 Q2	$1.27M	Buy	+21,925	New	+$1.28M	0.58%	49
2022 Q4	$887K	Buy	+15,337	New	+$886K	0.44%	64

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

Glass Jacobson Investment Advisors's VGSH Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.7% in Q2 2026, buying an estimated $134K and bringing the position to 42,387 shares worth $2.47M. The position accounts for 0.77% of the portfolio, ranked #45.

Glass Jacobson Investment Advisors first reported a position in VGSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.59M in Q3 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Glass Jacobson Investment Advisors held 42,387 shares of Vanguard Short-Term Treasury ETF worth $2.47M as of Q2 2026.
Glass Jacobson Investment Advisors bought 2,291 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $134K.
Vanguard Short-Term Treasury ETF made up 0.77% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #45 holding.
Glass Jacobson Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $2.59M in Q3 2025.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.