Independent Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Independent Financial 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	$979K	Sell	16,816 -11,166	-40%	-$651K	0.02%	699
2026 Q1	$1.64M	Buy	27,982 +23,514	+526%	+$1.38M	0.04%	459
2025 Q4	$262K	Buy	+4,468	New	+$263K	0.01%	1217
2024 Q4	–	Sell	-13,630	Closed	-$804K	–	1245
2024 Q3	$804K	Sell	13,630 -25,389	-65%	-$1.49M	0.03%	506
2024 Q2	$2.26M	Buy	39,019 +5,878	+18%	+$340K	0.09%	214
2024 Q1	$1.92M	Buy	33,141 +9,453	+40%	+$550K	0.09%	231
2023 Q4	$1.38M	Buy	23,688 +19,461	+460%	+$1.12M	0.07%	276
2023 Q3	$243K	Sell	4,227 -268	-6%	-$15.4K	0.02%	759
2023 Q2	$259K	Sell	4,495 -988	-18%	-$57.5K	0.02%	705
2023 Q1	$321K	Sell	5,483 -2,078	-27%	-$121K	0.03%	582
2022 Q4	$437K	Sell	7,561 -29	-0.4%	-$1.68K	0.04%	453
2022 Q3	$439K	Sell	7,590 -4,773	-39%	-$279K	0.04%	424
2022 Q2	$728K	Sell	12,363 -96	-0.8%	-$5.66K	0.08%	290
2022 Q1	$738K	Buy	12,459 +3,013	+32%	+$181K	0.06%	328
2021 Q4	$575K	Buy	+9,446	New	+$578K	0.05%	386

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 Financial Group's VGSH Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 40% in Q2 2026, selling an estimated $651K and leaving 16,816 shares worth $979K. The position accounts for 0.02% of the portfolio, ranked #699.

Independent Financial Group first reported a position in VGSH in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.26M in Q2 2024. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Independent Financial Group held 16,816 shares of Vanguard Short-Term Treasury ETF worth $979K as of Q2 2026.
Independent Financial Group sold 11,166 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $651K.
Vanguard Short-Term Treasury ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #699 holding.
Independent Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 15 quarters since.
Independent Financial Group's Vanguard Short-Term Treasury ETF position peaked at $2.26M in Q2 2024.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.