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Invariant Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Invariant Investment 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
Q2 		$222K Sell
3,828
-846
-18% -$49.3K 0.13% 65
2026
Q1 		$273K Sell
4,674
-804
-15% -$47.2K 0.17% 63
2025
Q4 		$322K Buy
+5,478
New +$322K 0.21% 59

Other funds holding VGSH

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Invariant Investment Management's VGSH Position: Q2 2026 in Review

Invariant Investment Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 18% in Q2 2026, selling an estimated $49.3K and leaving 3,828 shares worth $222K. The position accounts for 0.13% of the portfolio, ranked #65.

Invariant Investment Management first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $322K in Q4 2025. 801 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Invariant Investment Management held 3,828 shares of Vanguard Short-Term Treasury ETF worth $222K as of Q2 2026.
  • Invariant Investment Management sold 846 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $49.3K.
  • Vanguard Short-Term Treasury ETF made up 0.13% of Invariant Investment Management's portfolio in Q2 2026, its #65 holding.
  • Invariant Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Invariant Investment Management's Vanguard Short-Term Treasury ETF position peaked at $322K in Q4 2025.
  • 801 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.