L.J. Altfest & Co’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

L.J. Altfest & Co’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	–	Sell	-5,614	Closed	-$329K	–	355
2026 Q1	$329K	Sell	5,614 -3	-0.1%	-$176	0.04%	264
2025 Q4	$330K	Sell	5,617 -2,319	-29%	-$136K	0.04%	275
2025 Q3	$467K	Sell	7,936 -1,109	-12%	-$65.1K	0.05%	236
2025 Q2	$532K	Sell	9,045 -541,162	-98%	-$31.7M	0.06%	205
2025 Q1	$32.3M	Buy	550,207 +16,167	+3%	+$944K	4.05%	3
2024 Q4	$31.1M	Buy	+534,040	New	+$31.2M	3.96%	2

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

L.J. Altfest & Co's VGSH Position: Q2 2026 in Review

L.J. Altfest & Co sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026, closing a stake of 5,614 shares — an estimated $329K sold.

L.J. Altfest & Co first reported a position in VGSH in Q4 2024 and held it in 6 quarters. The position peaked at $32.3M in Q1 2025. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

L.J. Altfest & Co reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 5,614 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $329K.
L.J. Altfest & Co first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and held it in 6 quarters.
L.J. Altfest & Co's Vanguard Short-Term Treasury ETF position peaked at $32.3M in Q1 2025.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.