Heck Capital Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Heck Capital Advisors’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	$2.85M	Sell	48,947 -6,150	-11%	-$358K	0.17%	77
2026 Q1	$3.23M	Sell	55,097 -17,988	-25%	-$1.06M	0.24%	65
2025 Q4	$4.29M	Buy	73,085 +63,741	+682%	+$3.75M	0.32%	58
2025 Q3	$550K	Hold	9,344	–	–	0.04%	138
2025 Q2	$549K	Hold	9,344	–	–	0.05%	128
2025 Q1	$548K	Buy	+9,344	New	+$545K	0.06%	110

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

Heck Capital Advisors's VGSH Position: Q2 2026 in Review

Heck Capital Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 11% in Q2 2026, selling an estimated $358K and leaving 48,947 shares worth $2.85M. The position accounts for 0.17% of the portfolio, ranked #77.

Heck Capital Advisors first reported a position in VGSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.29M in Q4 2025. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Heck Capital Advisors held 48,947 shares of Vanguard Short-Term Treasury ETF worth $2.85M as of Q2 2026.
Heck Capital Advisors sold 6,150 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $358K.
Vanguard Short-Term Treasury ETF made up 0.17% of Heck Capital Advisors's portfolio in Q2 2026, its #77 holding.
Heck Capital Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Heck Capital Advisors's Vanguard Short-Term Treasury ETF position peaked at $4.29M in Q4 2025.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.