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Legacy Edge Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Legacy Edge Advisors’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 		$898K Buy
15,276
+3,872
+34% +$226K 0.12% 87
2026
Q1 		$668K Sell
11,404
-1,837
-14% -$108K 0.07% 111
2025
Q4 		$778K Buy
+13,241
New +$778K 0.09% 106

Other funds holding VGSH

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Legacy Edge Advisors's VGSH Position: Q2 2026 in Review

Legacy Edge Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 34% in Q2 2026, buying an estimated $226K and bringing the position to 15,276 shares worth $898K. The position accounts for 0.12% of the portfolio, ranked #87.

Legacy Edge Advisors first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. 771 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Legacy Edge Advisors held 15,276 shares of Vanguard Short-Term Treasury ETF worth $898K as of Q2 2026.
  • Legacy Edge Advisors bought 3,872 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $226K.
  • Vanguard Short-Term Treasury ETF made up 0.12% of Legacy Edge Advisors's portfolio in Q2 2026, its #87 holding.
  • Legacy Edge Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 771 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.