Independent Advisor Alliance’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Independent Advisor Alliance’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	$2.2M	Sell	37,791 -48,764	-56%	-$2.84M	0.05%	259
2026 Q1	$5.07M	Buy	86,555 +57,073	+194%	+$3.35M	0.05%	312
2025 Q4	$1.73M	Sell	29,482 -4,047	-12%	-$238K	0.04%	337
2025 Q3	$1.97M	Buy	33,529 +6,961	+26%	+$408K	0.05%	299
2025 Q2	$1.56M	Sell	26,568 -2,377	-8%	-$139K	0.05%	329
2025 Q1	$1.7M	Sell	28,945 -346,478	-92%	-$20.2M	0.06%	282
2024 Q4	$21.8M	Buy	+375,423	New	+$21.9M	0.29%	71
2024 Q2	–	Sell	-4,562	Closed	-$265K	–	750
2024 Q1	$265K	Buy	4,562 +803	+21%	+$46.7K	0.01%	602
2023 Q4	$217K	Hold	3,759	–	–	0.01%	626
2023 Q3	$217K	Buy	3,759 +172	+5%	+$9.91K	0.01%	594
2023 Q2	$207K	Buy	+3,587	New	+$209K	0.01%	611
2023 Q1	–	Sell	-3,744	Closed	-$216K	–	702
2022 Q4	$216K	Buy	+3,744	New	+$216K	0.07%	142
2020 Q1	–	Sell	-37,030	Closed	-$2.25M	–	844
2019 Q4	$2.25M	Buy	+37,030	New	+$2.25M	0.1%	223

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

Independent Advisor Alliance's VGSH Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 56% in Q2 2026, selling an estimated $2.84M and leaving 37,791 shares worth $2.2M. The position accounts for 0.05% of the portfolio, ranked #259.

Independent Advisor Alliance first reported a position in VGSH in Q4 2019 and has held it in 13 quarters since. The position peaked at $21.8M in Q4 2024. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Independent Advisor Alliance held 37,791 shares of Vanguard Short-Term Treasury ETF worth $2.2M as of Q2 2026.
Independent Advisor Alliance sold 48,764 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.84M.
Vanguard Short-Term Treasury ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #259 holding.
Independent Advisor Alliance first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and has held it in 13 quarters since.
Independent Advisor Alliance's Vanguard Short-Term Treasury ETF position peaked at $21.8M in Q4 2024.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.