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

JFS 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 		$75.9K Sell
1,305
-295
-18% -$17.2K ﹤0.01% 469
2026
Q1 		$93.7K Buy
1,600
+1
+0.1% +$59 0.01% 418
2025
Q4 		$93.9K Sell
1,599
-764
-32% -$44.9K 0.01% 423
2025
Q3 		$139K Buy
2,363
+10
+0.4% +$587 0.01% 365
2025
Q2 		$138K Sell
2,353
-503
-18% -$29.5K 0.01% 335
2025
Q1 		$168K Buy
2,856
+7
+0.2% +$409 0.01% 323
2024
Q4 		$166K Buy
2,849
+599
+27% +$35K 0.01% 310
2024
Q3 		$133K Buy
2,250
+1,975
+718% +$116K 0.01% 331
2024
Q2 		$15.9K Sell
275
-125
-31% -$7.22K ﹤0.01% 654
2024
Q1 		$23.2K Sell
400
-100
-20% -$5.82K ﹤0.01% 594
2023
Q4 		$29.2K Sell
500
-2,256
-82% -$130K ﹤0.01% 505
2023
Q3 		$159K Buy
2,756
+379
+16% +$21.8K 0.02% 244
2023
Q2 		$137K Buy
2,377
+450
+23% +$26.2K 0.01% 247
2023
Q1 		$113K Hold
1,927
– – 0.01% 260
2022
Q4 		$111K Hold
1,927
– – 0.01% 265
2022
Q3 		$111K Hold
1,927
– – 0.01% 274
2022
Q2 		$113K Hold
1,927
– – 0.01% 272
2022
Q1 		$114K Hold
1,927
– – 0.01% 279
2021
Q4 		$117K Hold
1,927
– – 0.01% 279
2021
Q3 		$118K Buy
+1,927
New +$118K 0.01% 283
2017
Q2 		– Sell
-2,504
Closed -$153K – 450
2017
Q1 		$153K Hold
2,504
– – 0.04% 149
2016
Q4 		$153K Buy
+2,504
New +$153K 0.04% 149

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 18% in Q2 2026, selling an estimated $17.2K and leaving 1,305 shares worth $75.9K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

JFS Wealth Advisors first reported a position in VGSH in Q4 2016 and has held it in 22 quarters since. The position peaked at $168K in Q1 2025. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • JFS Wealth Advisors held 1,305 shares of Vanguard Short-Term Treasury ETF worth $75.9K as of Q2 2026.
  • JFS Wealth Advisors sold 295 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $17.2K.
  • Vanguard Short-Term Treasury ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #469 holding.
  • JFS Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2016 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $168K in Q1 2025.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.