IVC Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

IVC Wealth Advisors’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	$345K	Buy	5,927 +283	+5%	+$16.5K	0.13%	123
2026 Q1	$330K	Buy	5,644 +72	+1%	+$4.23K	0.14%	121
2025 Q4	$327K	Buy	5,572 +365	+7%	+$21.5K	0.14%	123
2025 Q3	$306K	Buy	+5,207	New	+$305K	0.14%	126
2024 Q3	–	Sell	-3,473	Closed	-$201K	–	175
2024 Q2	$201K	Sell	3,473 -145	-4%	-$8.38K	0.11%	160
2024 Q1	$210K	Buy	3,618 +42	+1%	+$2.44K	0.12%	154
2023 Q4	$209K	Buy	3,576 +71	+2%	+$4.1K	0.13%	151
2023 Q3	$202K	Buy	3,505 +4	+0.1%	+$231	0.14%	140
2023 Q2	$202K	Buy	+3,501	New	+$204K	0.13%	149
2022 Q3	–	Sell	-4,163	Closed	-$245K	–	147
2022 Q2	$245K	Sell	4,163 -308	-7%	-$18.2K	0.19%	118
2022 Q1	$265K	Buy	+4,471	New	+$269K	0.17%	123

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

IVC Wealth Advisors's VGSH Position: Q2 2026 in Review

IVC Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 5% in Q2 2026, buying an estimated $16.5K and bringing the position to 5,927 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #123.

IVC Wealth Advisors first reported a position in VGSH in Q1 2022 and has held it in 11 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

IVC Wealth Advisors held 5,927 shares of Vanguard Short-Term Treasury ETF worth $345K as of Q2 2026.
IVC Wealth Advisors bought 283 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $16.5K.
Vanguard Short-Term Treasury ETF made up 0.13% of IVC Wealth Advisors's portfolio in Q2 2026, its #123 holding.
IVC Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2022 and has held it in 11 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.