Kestra Private Wealth Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Kestra Private Wealth Services’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	$909K	Sell	15,627 -4,232	-21%	-$247K	0.01%	951
2026 Q1	$1.16M	Sell	19,859 -847	-4%	-$49.7K	0.01%	762
2025 Q4	$1.22M	Buy	20,706 +6,730	+48%	+$396K	0.02%	726
2025 Q3	$822K	Sell	13,976 -5,342	-28%	-$313K	0.01%	863
2025 Q2	$1.14M	Sell	19,318 -3,955	-17%	-$232K	0.02%	693
2025 Q1	$1.37M	Sell	23,273 -1,472	-6%	-$85.9K	0.02%	565
2024 Q4	$1.44M	Sell	24,745 -45,986	-65%	-$2.68M	0.02%	527
2024 Q3	$4.17M	Buy	70,731 +1,327	+2%	+$77.7K	0.08%	265
2024 Q2	$4.02M	Buy	69,404 +3,764	+6%	+$218K	0.08%	246
2024 Q1	$3.81M	Buy	65,640 +4,044	+7%	+$235K	0.09%	250
2023 Q4	$3.59M	Buy	61,596 +23,730	+63%	+$1.37M	0.09%	236
2023 Q3	$2.18M	Buy	37,866 +862	+2%	+$49.7K	0.07%	291
2023 Q2	$2.14M	Buy	37,004 +12,454	+51%	+$725K	0.07%	285
2023 Q1	$1.44M	Buy	24,550 +15,927	+185%	+$925K	0.06%	335
2022 Q4	$499K	Sell	8,623 -298	-3%	-$17.2K	0.03%	525
2022 Q3	$516K	Buy	+8,921	New	+$522K	0.03%	489
2022 Q1	–	Sell	-100,352	Closed	-$6.1M	–	1065
2021 Q4	$6.1M	Sell	100,352 -6,703	-6%	-$410K	0.29%	81
2021 Q3	$6.57M	Sell	107,055 -10,038	-9%	-$617K	0.37%	56
2021 Q2	$7.19M	Sell	117,093 -7,174	-6%	-$441K	0.44%	41
2021 Q1	$7.64M	Buy	124,267 +5,661	+5%	+$349K	0.53%	32
2020 Q4	$7.31M	Buy	118,606 +94,520	+392%	+$5.86M	0.54%	31
2020 Q3	$1.5M	Buy	+24,086	New	+$1.5M	0.13%	175

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

Kestra Private Wealth Services's VGSH Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 21% in Q2 2026, selling an estimated $247K and leaving 15,627 shares worth $909K. The position accounts for 0.01% of the portfolio, ranked #951.

Kestra Private Wealth Services first reported a position in VGSH in Q3 2020 and has held it in 22 quarters since. The position peaked at $7.64M in Q1 2021. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Kestra Private Wealth Services held 15,627 shares of Vanguard Short-Term Treasury ETF worth $909K as of Q2 2026.
Kestra Private Wealth Services sold 4,232 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $247K.
Vanguard Short-Term Treasury ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #951 holding.
Kestra Private Wealth Services first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and has held it in 22 quarters since.
Kestra Private Wealth Services's Vanguard Short-Term Treasury ETF position peaked at $7.64M in Q1 2021.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.