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Golden State Equity Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Golden State Equity Partners’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 		$1.13M Sell
19,345
-112,394
-85% -$6.55M 3.03% 7
2026
Q1 		$7.71M Buy
131,739
+64,320
+95% +$3.78M 0.58% 27
2025
Q4 		$3.96M Buy
67,419
+53,357
+379% +$3.14M 0.64% 25
2025
Q3 		$828K Buy
14,062
+6,841
+95% +$401K 0.14% 174
2025
Q2 		$424K Buy
+7,221
New +$423K 0.08% 273

Other funds holding VGSH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Golden State Equity Partners's VGSH Position: Q2 2026 in Review

Golden State Equity Partners reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 85% in Q2 2026, selling an estimated $6.55M and leaving 19,345 shares worth $1.13M. The position accounts for 3.03% of the portfolio, ranked #7.

Golden State Equity Partners first reported a position in VGSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.71M in Q1 2026. 586 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Golden State Equity Partners held 19,345 shares of Vanguard Short-Term Treasury ETF worth $1.13M as of Q2 2026.
  • Golden State Equity Partners sold 112,394 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $6.55M.
  • Vanguard Short-Term Treasury ETF made up 3.03% of Golden State Equity Partners's portfolio in Q2 2026, its #7 holding.
  • Golden State Equity Partners first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Golden State Equity Partners's Vanguard Short-Term Treasury ETF position peaked at $7.71M in Q1 2026.
  • 586 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.