Journey Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Journey Advisory 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	$3.37M	Sell	57,970 -25,264	-30%	-$1.47M	0.26%	98
2026 Q1	$4.87M	Sell	83,234 -28,619	-26%	-$1.68M	0.42%	69
2025 Q4	$6.57M	Buy	111,853 +6,251	+6%	+$367K	0.55%	53
2025 Q3	$6.21M	Sell	105,602 -51,833	-33%	-$3.04M	0.46%	56
2025 Q2	$9.25M	Buy	157,435 +84,387	+116%	+$4.94M	0.72%	31
2025 Q1	$4.29M	Buy	+73,048	New	+$4.26M	0.35%	73

Other funds holding VGSH

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Journey Advisory Group's VGSH Position: Q2 2026 in Review

Journey Advisory Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 30% in Q2 2026, selling an estimated $1.47M and leaving 57,970 shares worth $3.37M. The position accounts for 0.26% of the portfolio, ranked #98.

Journey Advisory Group first reported a position in VGSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.25M in Q2 2025. 826 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Journey Advisory Group held 57,970 shares of Vanguard Short-Term Treasury ETF worth $3.37M as of Q2 2026.
Journey Advisory Group sold 25,264 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.47M.
Vanguard Short-Term Treasury ETF made up 0.26% of Journey Advisory Group's portfolio in Q2 2026, its #98 holding.
Journey Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Journey Advisory Group's Vanguard Short-Term Treasury ETF position peaked at $9.25M in Q2 2025.
826 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.