High Net Worth Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

High Net Worth Advisory 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	–	Sell	-8,529	Closed	-$499K	–	261
2026 Q1	$499K	Hold	8,529	–	–	0.12%	145
2025 Q4	$501K	Hold	8,529	–	–	0.12%	142
2025 Q3	$502K	Buy	+8,529	New	+$500K	0.12%	138

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

High Net Worth Advisory Group's VGSH Position: Q2 2026 in Review

High Net Worth Advisory Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026, closing a stake of 8,529 shares — an estimated $499K sold.

High Net Worth Advisory Group first reported a position in VGSH in Q3 2025 and held it in 3 quarters. The position peaked at $502K in Q3 2025. 1,092 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

High Net Worth Advisory Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
High Net Worth Advisory Group sold 8,529 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $499K.
High Net Worth Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and held it in 3 quarters.
High Net Worth Advisory Group's Vanguard Short-Term Treasury ETF position peaked at $502K in Q3 2025.
1,092 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.