Kingswood Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
Other funds holding VGSH
NP
Kingswood Wealth Advisors's VGSH Position: Q2 2026 in Review
Kingswood Wealth Advisors opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 5,703 shares worth $332K. The stake represents 0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in VGSH as recently as Q2 2025.
Kingswood Wealth Advisors first reported a position in VGSH in Q1 2024 and has held it in 7 quarters since. The position peaked at $890K in Q4 2024. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.
- Kingswood Wealth Advisors held 5,703 shares of Vanguard Short-Term Treasury ETF worth $332K as of Q2 2026.
- Vanguard Short-Term Treasury ETF was a new Kingswood Wealth Advisors position in Q2 2026.
- Vanguard Short-Term Treasury ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #740 holding.
- Kingswood Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and has held it in 7 quarters since.
- Kingswood Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $890K in Q4 2024.
- 1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.