Heritage Wealth Management (California)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Heritage Wealth Management (California)’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	$13.6M	Buy	234,382 +1,573	+0.7%	+$91.7K	5.18%	3
2026 Q1	$13.6M	Buy	232,809 +107,123	+85%	+$6.29M	7.52%	3
2025 Q4	$7.38M	Buy	125,686 +6,483	+5%	+$381K	4.69%	3
2025 Q3	$7.02M	Buy	119,203 +1,078	+0.9%	+$63.2K	4.7%	4
2025 Q2	$6.94M	Buy	118,125 +13,811	+13%	+$809K	4.63%	4
2025 Q1	$6.12M	Sell	104,314 -3,441	-3%	-$201K	4.6%	5
2024 Q4	$6.27M	Buy	107,755 +4,738	+5%	+$277K	4.51%	5
2024 Q3	$6.08M	Buy	103,017 +593	+0.6%	+$34.7K	4.31%	4
2024 Q2	$5.94M	Buy	102,424 +8,882	+9%	+$513K	4.36%	4
2024 Q1	$5.43M	Buy	93,542 +1,822	+2%	+$106K	4.1%	5
2023 Q4	$5.35M	Buy	+91,720	New	+$5.3M	4.28%	5

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

Heritage Wealth Management (California)'s VGSH Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.68% in Q2 2026, buying an estimated $91.7K and bringing the position to 234,382 shares worth $13.6M. The position accounts for 5.18% of the portfolio, ranked #3.

Heritage Wealth Management (California) first reported a position in VGSH in Q4 2023 and has held it in 11 quarters since. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Heritage Wealth Management (California) held 234,382 shares of Vanguard Short-Term Treasury ETF worth $13.6M as of Q2 2026.
Heritage Wealth Management (California) bought 1,573 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $91.7K.
Vanguard Short-Term Treasury ETF made up 5.18% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #3 holding.
Heritage Wealth Management (California) first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.