Key Financial Inc’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Key Financial Inc’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	$8.31K	Hold	143	–	–	﹤0.01%	918
2026 Q1	$8.36K	Sell	143 -135	-49%	-$7.92K	﹤0.01%	919
2025 Q4	$16.3K	Hold	278	–	–	﹤0.01%	761
2025 Q3	$16.3K	Buy	278 +71	+34%	+$4.17K	﹤0.01%	756
2025 Q2	$12.2K	Sell	207 -108	-34%	-$6.33K	﹤0.01%	799
2025 Q1	$18.5K	Hold	315	–	–	﹤0.01%	683
2024 Q4	$18.3K	Hold	315	–	–	﹤0.01%	672
2024 Q3	$18.6K	Hold	315	–	–	﹤0.01%	665
2024 Q2	$18.3K	Hold	315	–	–	﹤0.01%	653
2024 Q1	$18.3K	Hold	315	–	–	﹤0.01%	630
2023 Q4	$18.4K	Hold	315	–	–	0.01%	608
2023 Q3	$18.1K	Hold	315	–	–	0.01%	587
2023 Q2	$18.2K	Buy	+315	New	+$18.3K	0.01%	596

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

Key Financial Inc's VGSH Position: Q2 2026 in Review

Key Financial Inc held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 143 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Key Financial Inc first reported a position in VGSH in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.6K in Q3 2024. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Key Financial Inc held 143 shares of Vanguard Short-Term Treasury ETF worth $8.31K as of Q2 2026.
Key Financial Inc left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #918 holding.
Key Financial Inc first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Key Financial Inc's Vanguard Short-Term Treasury ETF position peaked at $18.6K in Q3 2024.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.