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

Immaculate 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 Q1	$773K	Buy	+13,202	New	+$775K	6.11%	7

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Immaculate Wealth Management's VGSH Position: Q1 2026 in Review

Immaculate Wealth Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026: 13,202 shares worth $773K. The stake represents 6.11% of the portfolio and ranks #7 among its holdings.

1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Immaculate Wealth Management held 13,202 shares of Vanguard Short-Term Treasury ETF worth $773K as of Q1 2026.
Vanguard Short-Term Treasury ETF was a new Immaculate Wealth Management position in Q1 2026.
Vanguard Short-Term Treasury ETF made up 6.11% of Immaculate Wealth Management's portfolio in Q1 2026, its #7 holding.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Immaculate Wealth Management's 13F filing for Q1 2026, filed 29 May 2026.