Lauer Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Lauer Wealth’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	$2.38M	Sell	40,943 -71,592	-64%	-$4.17M	1.43%	17
2026 Q1	$6.58M	Buy	112,535 +4,574	+4%	+$268K	5.24%	7
2025 Q4	$6.34M	Sell	107,961 -2,167	-2%	-$127K	4.71%	7
2025 Q3	$6.48M	Sell	110,128 -682	-0.6%	-$40K	4.63%	7
2025 Q2	$6.49M	Buy	110,810 +2,383	+2%	+$140K	5.36%	7
2025 Q1	$6.39M	Buy	+108,427	New	+$6.33M	4.91%	8

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

Lauer Wealth's VGSH Position: Q2 2026 in Review

Lauer Wealth reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 64% in Q2 2026, selling an estimated $4.17M and leaving 40,943 shares worth $2.38M. The position accounts for 1.43% of the portfolio, ranked #17.

Lauer Wealth first reported a position in VGSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.58M in Q1 2026. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Lauer Wealth held 40,943 shares of Vanguard Short-Term Treasury ETF worth $2.38M as of Q2 2026.
Lauer Wealth sold 71,592 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $4.17M.
Vanguard Short-Term Treasury ETF made up 1.43% of Lauer Wealth's portfolio in Q2 2026, its #17 holding.
Lauer Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Lauer Wealth's Vanguard Short-Term Treasury ETF position peaked at $6.58M in Q1 2026.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.