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Intergy Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Intergy Private Wealth’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 		$311K Buy
5,341
+778
+17% +$45.4K 0.07% 99
2026
Q1 		$267K Buy
4,563
+244
+6% +$14.3K 0.08% 93
2025
Q4 		$254K Buy
4,319
+204
+5% +$12K 0.08% 94
2025
Q3 		$242K Buy
4,115
+209
+5% +$12.3K 0.08% 93
2025
Q2 		$230K Buy
+3,906
New +$229K 0.08% 93

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Intergy Private Wealth's VGSH Position: Q2 2026 in Review

Intergy Private Wealth increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 17% in Q2 2026, buying an estimated $45.4K and bringing the position to 5,341 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #99.

Intergy Private Wealth first reported a position in VGSH in Q2 2025 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Intergy Private Wealth held 5,341 shares of Vanguard Short-Term Treasury ETF worth $311K as of Q2 2026.
  • Intergy Private Wealth bought 778 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $45.4K.
  • Vanguard Short-Term Treasury ETF made up 0.07% of Intergy Private Wealth's portfolio in Q2 2026, its #99 holding.
  • Intergy Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.