Koss-Olinger Consulting’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Koss-Olinger Consulting’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	$433K	Buy	7,434 +83	+1%	+$4.84K	0.03%	98
2026 Q1	$430K	Buy	+7,351	New	+$432K	0.04%	167
2025 Q4	–	Sell	-11,030	Closed	-$648K	–	319
2025 Q3	$648K	Hold	11,030	–	–	0.05%	165
2025 Q2	$648K	Sell	11,030 -289	-3%	-$16.9K	0.05%	167
2025 Q1	$664K	Sell	11,319 -726	-6%	-$42.4K	0.06%	146
2024 Q4	$701K	Hold	12,045	–	–	0.06%	106
2024 Q3	$711K	Hold	12,045	–	–	0.06%	122
2024 Q2	$698K	Buy	+12,045	New	+$696K	0.06%	118
2024 Q1	–	Sell	-12,714	Closed	-$742K	–	305
2023 Q4	$742K	Buy	12,714 +54	+0.4%	+$3.12K	0.07%	120
2023 Q3	$729K	Hold	12,660	–	–	0.11%	105
2023 Q2	$731K	Sell	12,660 -356	-3%	-$20.7K	0.08%	114
2023 Q1	$762K	Hold	13,016	–	–	0.1%	105
2022 Q4	$753K	Sell	13,016 -1,580	-11%	-$91.3K	0.11%	97
2022 Q3	$844K	Sell	14,596 -10,383	-42%	-$608K	0.14%	65
2022 Q2	$1.47M	Buy	24,979 +10,403	+71%	+$614K	0.27%	29
2022 Q1	$864K	Buy	14,576 +922	+7%	+$55.4K	0.14%	68
2021 Q4	$831K	Buy	13,654 +498	+4%	+$30.5K	0.13%	68
2021 Q3	$808K	Buy	13,156 +874	+7%	+$53.7K	0.13%	76
2021 Q2	$754K	Buy	+12,282	New	+$756K	0.11%	104

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

Koss-Olinger Consulting's VGSH Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.1% in Q2 2026, buying an estimated $4.84K and bringing the position to 7,434 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #98.

Koss-Olinger Consulting first reported a position in VGSH in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.47M in Q2 2022. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Koss-Olinger Consulting held 7,434 shares of Vanguard Short-Term Treasury ETF worth $433K as of Q2 2026.
Koss-Olinger Consulting bought 83 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $4.84K.
Vanguard Short-Term Treasury ETF made up 0.03% of Koss-Olinger Consulting's portfolio in Q2 2026, its #98 holding.
Koss-Olinger Consulting first reported a position in Vanguard Short-Term Treasury ETF in Q2 2021 and has held it in 19 quarters since.
Koss-Olinger Consulting's Vanguard Short-Term Treasury ETF position peaked at $1.47M in Q2 2022.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.