JPL Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

JPL Wealth 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	$1.6K	Buy	28 +1	+4%	+$58	﹤0.01%	1146
2026 Q1	$1.6K	Buy	+27	New	+$1.58K	﹤0.01%	1043
2025 Q4	–	Sell	-27	Closed	-$1.59K	–	1088
2025 Q3	$1.59K	Buy	+27	New	+$1.58K	﹤0.01%	910
2024 Q2	–	Sell	-18,797	Closed	-$1.09M	–	113
2024 Q1	$1.09M	Buy	18,797 +750	+4%	+$43.6K	0.6%	66
2023 Q4	$1.05M	Buy	+18,047	New	+$1.04M	0.76%	64

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

JPL Wealth Management's VGSH Position: Q2 2026 in Review

JPL Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.7% in Q2 2026, buying an estimated $58 and bringing the position to 28 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

JPL Wealth Management first reported a position in VGSH in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.09M in Q1 2024. 1,092 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

JPL Wealth Management held 28 shares of Vanguard Short-Term Treasury ETF worth $1.6K as of Q2 2026.
JPL Wealth Management bought 1 Vanguard Short-Term Treasury ETF share in Q2 2026, an estimated $58.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1146 holding.
JPL Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 5 quarters since.
JPL Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $1.09M in Q1 2024.
1,092 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.