Golden State Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Golden State Wealth 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	$3.84K	Sell	66 -165	-71%	-$9.62K	﹤0.01%	1305
2026 Q1	$13.5K	Buy	+231	New	+$13.6K	﹤0.01%	1013
2020 Q2	–	Sell	-250	Closed	-$16K	–	880
2020 Q1	$16K	Buy	+250	New	+$15.3K	0.01%	543
2019 Q4	–	Sell	-250	Closed	-$15K	–	913
2019 Q3	$15K	Buy	+250	New	+$15.2K	﹤0.01%	672

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

Golden State Wealth Management's VGSH Position: Q2 2026 in Review

Golden State Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 71% in Q2 2026, selling an estimated $9.62K and leaving 66 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Golden State Wealth Management first reported a position in VGSH in Q3 2019 and has held it in 4 quarters since. The position peaked at $16K in Q1 2020. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Golden State Wealth Management held 66 shares of Vanguard Short-Term Treasury ETF worth $3.84K as of Q2 2026.
Golden State Wealth Management sold 165 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $9.62K.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1305 holding.
Golden State Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2019 and has held it in 4 quarters since.
Golden State Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $16K in Q1 2020.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.