HWM
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Hassell Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Hassell 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 		$4.96M Buy
85,552
+41,591
+95% +$2.42M 1.52% 14
2026
Q1 		$2.57M Buy
+43,961
New +$2.58M 0.86% 16

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

Hassell Wealth Management's VGSH Position: Q2 2026 in Review

Hassell Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 95% in Q2 2026, buying an estimated $2.42M and bringing the position to 85,552 shares worth $4.96M. The position accounts for 1.52% of the portfolio, ranked #14.

Hassell Wealth Management first reported a position in VGSH in Q1 2026 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Hassell Wealth Management held 85,552 shares of Vanguard Short-Term Treasury ETF worth $4.96M as of Q2 2026.
  • Hassell Wealth Management bought 41,591 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.42M.
  • Vanguard Short-Term Treasury ETF made up 1.52% of Hassell Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Hassell Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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