Global Wealth Management Investment Advisory’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Global Wealth Management Investment Advisory’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	$22.7M	Buy	389,732 +18,056	+5%	+$1.05M	3.23%	3
2026 Q1	$21.8M	Sell	371,676 -17,447	-4%	-$1.02M	3.41%	3
2025 Q4	$22.9M	Buy	389,123 +34,029	+10%	+$2M	3.66%	1
2025 Q3	$20.9M	Buy	355,094 +12,280	+4%	+$720K	3.5%	3
2025 Q2	$20.2M	Sell	342,814 -3,785	-1%	-$222K	3.78%	2
2025 Q1	$20.3M	Sell	346,599 -96,662	-22%	-$5.64M	4.07%	1
2024 Q4	$25.8M	Buy	443,261 +27,182	+7%	+$1.59M	5.32%	1
2024 Q3	$24.6M	Buy	416,079 +15,768	+4%	+$924K	5.3%	1
2024 Q2	$23.2M	Buy	400,311 +60,922	+18%	+$3.52M	5.4%	1
2024 Q1	$19.7M	Buy	339,389 +13,168	+4%	+$766K	4.83%	1
2023 Q4	$19M	Buy	326,221 +6,603	+2%	+$382K	4.88%	1
2023 Q3	$18.4M	Buy	319,618 +14,265	+5%	+$822K	5.16%	1
2023 Q2	$17.6M	Buy	305,353 +24,120	+9%	+$1.4M	4.84%	1
2023 Q1	$16.5M	Buy	281,233 +33,748	+14%	+$1.96M	4.96%	1
2022 Q4	$14.3M	Buy	247,485 +70,997	+40%	+$4.1M	4.66%	1
2022 Q3	$10.2M	Buy	176,488 +62,443	+55%	+$3.66M	3.63%	2
2022 Q2	$6.71M	Buy	114,045 +56,914	+100%	+$3.36M	2.26%	9
2022 Q1	$3.39M	Buy	57,131 +290	+0.5%	+$17.4K	1.01%	30
2021 Q4	$3.46M	Sell	56,841 -4,472	-7%	-$273K	1.04%	30
2021 Q3	$3.77M	Buy	61,313 +10,027	+20%	+$616K	1.19%	24
2021 Q2	$3.15M	Sell	51,286 -8,272	-14%	-$509K	1.05%	30
2021 Q1	$3.66M	Buy	59,558 +22,507	+61%	+$1.39M	1.32%	23
2020 Q4	$2.28M	Buy	37,051 +7,574	+26%	+$469K	0.88%	37
2020 Q3	$1.83M	Buy	29,477 +297	+1%	+$18.5K	0.79%	44
2020 Q2	$1.81M	Sell	29,180 -41,315	-59%	-$2.57M	0.78%	49
2020 Q1	$4.39M	Buy	70,495 +2,151	+3%	+$132K	2.22%	11
2019 Q4	$4.16M	Buy	68,344 +2,578	+4%	+$157K	1.76%	15
2019 Q3	$4.01M	Buy	65,766 +2,804	+4%	+$171K	1.83%	16
2019 Q2	$3.84M	Buy	62,962 +21,696	+53%	+$1.31M	1.86%	12
2019 Q1	$2.49M	Buy	41,266 +9,346	+29%	+$562K	1.29%	27
2018 Q4	$1.92M	Buy	+31,920	New	+$1.91M	1.12%	28

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

Global Wealth Management Investment Advisory's VGSH Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.9% in Q2 2026, buying an estimated $1.05M and bringing the position to 389,732 shares worth $22.7M. The position accounts for 3.23% of the portfolio, ranked #3.

Global Wealth Management Investment Advisory first reported a position in VGSH in Q4 2018 and has held it in 31 quarters since. The position peaked at $25.8M in Q4 2024. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Global Wealth Management Investment Advisory held 389,732 shares of Vanguard Short-Term Treasury ETF worth $22.7M as of Q2 2026.
Global Wealth Management Investment Advisory bought 18,056 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.05M.
Vanguard Short-Term Treasury ETF made up 3.23% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #3 holding.
Global Wealth Management Investment Advisory first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and has held it in 31 quarters since.
Global Wealth Management Investment Advisory's Vanguard Short-Term Treasury ETF position peaked at $25.8M in Q4 2024.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.