Great Waters Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Great Waters 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	$1.1M	Buy	18,927 +214	+1%	+$12.5K	0.1%	43
2026 Q1	$1.1M	Buy	18,713 +533	+3%	+$31.3K	0.12%	41
2025 Q4	$1.07M	Sell	18,180 -831	-4%	-$48.9K	0.12%	42
2025 Q3	$1.12M	Buy	19,011 +101	+0.5%	+$5.92K	0.13%	39
2025 Q2	$1.11M	Buy	18,910 +145	+0.8%	+$8.49K	0.14%	39
2025 Q1	$1.1M	Sell	18,765 -2,728	-13%	-$159K	0.15%	39
2024 Q4	$1.25M	Sell	21,493 -1,733	-7%	-$101K	0.16%	40
2024 Q3	$1.37M	Buy	23,226 +198	+0.9%	+$11.6K	0.18%	36
2024 Q2	$1.34M	Sell	23,028 -978	-4%	-$56.5K	0.2%	36
2024 Q1	$1.39M	Sell	24,006 -7,736	-24%	-$450K	0.23%	33
2023 Q4	$1.85M	Sell	31,742 -390	-1%	-$22.5K	0.33%	27
2023 Q3	$1.85M	Buy	32,132 +276	+0.9%	+$15.9K	0.37%	28
2023 Q2	$1.84M	Buy	31,856 +56	+0.2%	+$3.26K	0.37%	29
2023 Q1	$1.86M	Sell	31,800 -2,169	-6%	-$126K	0.39%	29
2022 Q4	$1.98M	Buy	+33,969	New	+$1.96M	0.43%	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

Great Waters Wealth Management's VGSH Position: Q2 2026 in Review

Great Waters Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.1% in Q2 2026, buying an estimated $12.5K and bringing the position to 18,927 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #43.

Great Waters Wealth Management first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.98M in Q4 2022. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Great Waters Wealth Management held 18,927 shares of Vanguard Short-Term Treasury ETF worth $1.1M as of Q2 2026.
Great Waters Wealth Management bought 214 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $12.5K.
Vanguard Short-Term Treasury ETF made up 0.1% of Great Waters Wealth Management's portfolio in Q2 2026, its #43 holding.
Great Waters Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Great Waters Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $1.98M in Q4 2022.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.