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L.K. Benson & Company’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

L.K. Benson & Company’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 		$449K Buy
7,706
+17
+0.2% +$991 0.14% 84
2026
Q1 		$450K Sell
7,689
-3,703
-33% -$217K 0.15% 81
2025
Q4 		$669K Buy
11,392
+101
+0.9% +$5.94K 0.34% 64
2025
Q3 		$664K Buy
11,291
+79
+0.7% +$4.63K 0.36% 59
2025
Q2 		$659K Buy
11,212
+81
+0.7% +$4.75K 0.4% 55
2025
Q1 		$653K Buy
11,131
+51
+0.5% +$2.98K 0.45% 51
2024
Q4 		$645K Buy
+11,080
New +$647K 0.45% 49

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

L.K. Benson & Company's VGSH Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.22% in Q2 2026, buying an estimated $991 and bringing the position to 7,706 shares worth $449K. The position accounts for 0.14% of the portfolio, ranked #84.

L.K. Benson & Company first reported a position in VGSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $669K in Q4 2025. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • L.K. Benson & Company held 7,706 shares of Vanguard Short-Term Treasury ETF worth $449K as of Q2 2026.
  • L.K. Benson & Company bought 17 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $991.
  • Vanguard Short-Term Treasury ETF made up 0.14% of L.K. Benson & Company's portfolio in Q2 2026, its #84 holding.
  • L.K. Benson & Company first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • L.K. Benson & Company's Vanguard Short-Term Treasury ETF position peaked at $669K in Q4 2025.
  • 1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.