GVAG
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Great Valley Advisor Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Great Valley Advisor Group’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 		$1M Sell
17,258
-3,537
-17% -$206K 0.02% 544
2026
Q1 		$1.22M Buy
20,795
+8,748
+73% +$514K 0.02% 474
2025
Q4 		$708K Sell
12,047
-5,364
-31% -$315K 0.01% 549
2025
Q3 		$1.02M Sell
17,411
-330
-2% -$19.4K 0.02% 470
2025
Q2 		$1.04M Sell
17,741
-964
-5% -$56.5K 0.02% 452
2025
Q1 		$1.1M Sell
18,705
-1,228
-6% -$71.7K 0.02% 436
2024
Q4 		$1.16M Sell
19,933
-174
-0.9% -$10.2K 0.03% 410
2024
Q3 		$1.19M Buy
20,107
+1,280
+7% +$75K 0.03% 398
2024
Q2 		$1.09M Sell
18,827
-3,978
-17% -$230K 0.03% 370
2024
Q1 		$1.32M Sell
22,805
-22,789
-50% -$1.33M 0.04% 324
2023
Q4 		$2.66M Buy
45,594
+9,946
+28% +$575K 0.09% 203
2023
Q3 		$2.05M Buy
35,648
+10,395
+41% +$599K 0.09% 219
2023
Q2 		$1.46M Buy
25,253
+3,876
+18% +$226K 0.06% 258
2023
Q1 		$1.25M Buy
21,377
+2,129
+11% +$124K 0.06% 275
2022
Q4 		$1.11M Buy
19,248
+12,927
+205% +$747K 0.06% 314
2022
Q3 		$365K Sell
6,321
-94
-1% -$5.5K 0.02% 490
2022
Q2 		$378K Buy
+6,415
New +$378K 0.02% 494

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Great Valley Advisor Group's VGSH Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 17% in Q2 2026, selling an estimated $206K and leaving 17,258 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #544.

Great Valley Advisor Group first reported a position in VGSH in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.66M in Q4 2023. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Great Valley Advisor Group held 17,258 shares of Vanguard Short-Term Treasury ETF worth $1M as of Q2 2026.
  • Great Valley Advisor Group sold 3,537 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $206K.
  • Vanguard Short-Term Treasury ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #544 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • Great Valley Advisor Group's Vanguard Short-Term Treasury ETF position peaked at $2.66M in Q4 2023.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.