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

IEQ Capital’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	$1.53M	Sell	26,313 -31,485	-54%	-$1.84M	0.01%	924
2026 Q1	$3.38M	Buy	57,798 +7,115	+14%	+$418K	0.02%	601
2025 Q4	$2.98M	Buy	50,683 +11,982	+31%	+$704K	0.01%	670
2025 Q3	$2.28M	Buy	38,701 +13,814	+56%	+$810K	0.01%	716
2025 Q2	$1.46M	Buy	24,887 +9,735	+64%	+$570K	0.01%	737
2025 Q1	$889K	Buy	+15,152	New	+$884K	0.01%	787

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

IEQ Capital's VGSH Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 54% in Q2 2026, selling an estimated $1.84M and leaving 26,313 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #924.

IEQ Capital first reported a position in VGSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.38M in Q1 2026. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

IEQ Capital held 26,313 shares of Vanguard Short-Term Treasury ETF worth $1.53M as of Q2 2026.
IEQ Capital sold 31,485 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.84M.
Vanguard Short-Term Treasury ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #924 holding.
IEQ Capital first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
IEQ Capital's Vanguard Short-Term Treasury ETF position peaked at $3.38M in Q1 2026.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.