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Lake Hills Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Lake Hills Wealth Management’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
2022
Q4 		– Sell
-223,686
Closed -$12.9M – 65
2022
Q3 		$12.9M Buy
+223,686
New +$13.1M 11.73% 2

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Lake Hills Wealth Management's VGSH Position: Q2 2026 in Review

Lake Hills Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.4% in Q2 2026, selling an estimated $14.6K and leaving 10,104 shares worth $588K. The position accounts for 0.27% of the portfolio, ranked #49.

Lake Hills Wealth Management first reported a position in VGSH in Q1 2022 and has held it in 13 quarters since. The position peaked at $17.4M in Q2 2022. 523 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Lake Hills Wealth Management held 10,104 shares of Vanguard Short-Term Treasury ETF worth $588K as of Q2 2026.
  • Lake Hills Wealth Management sold 251 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $14.6K.
  • Vanguard Short-Term Treasury ETF made up 0.27% of Lake Hills Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Lake Hills Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2022 and has held it in 13 quarters since.
  • Lake Hills Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $17.4M in Q2 2022.
  • 523 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.