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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 		$647K Sell
11,110
-294
-3% -$17.1K 0.06% 124
2026
Q1 		$668K Sell
11,404
-1,837
-14% -$108K 0.07% 111
2025
Q4 		$778K Sell
13,241
-212
-2% -$12.5K 0.09% 106
2025
Q3 		$792K Sell
13,453
-1,823
-12% -$107K 0.09% 101
2025
Q2 		$898K Sell
15,276
-23
-0.2% -$1.35K 0.12% 87
2025
Q1 		$898K Sell
15,299
-1,705
-10% -$99.5K 0.14% 79
2024
Q4 		$989K Sell
17,004
-1,477
-8% -$86.2K 0.16% 71
2024
Q3 		$1.09M Sell
18,481
-522
-3% -$30.6K 0.17% 71
2024
Q2 		$1.1M Sell
19,003
-9,410
-33% -$544K 0.2% 60
2024
Q1 		$1.65M Sell
28,413
-42,920
-60% -$2.5M 0.34% 46
2023
Q4 		$4.16M Buy
+71,333
New +$4.12M 0.95% 30

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

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

Legacy Edge Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.6% in Q2 2026, selling an estimated $17.1K and leaving 11,110 shares worth $647K. The position accounts for 0.06% of the portfolio, ranked #124.

Legacy Edge Advisors first reported a position in VGSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.16M in Q4 2023. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Legacy Edge Advisors held 11,110 shares of Vanguard Short-Term Treasury ETF worth $647K as of Q2 2026.
  • Legacy Edge Advisors sold 294 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $17.1K.
  • Vanguard Short-Term Treasury ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #124 holding.
  • Legacy Edge Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Legacy Edge Advisors's Vanguard Short-Term Treasury ETF position peaked at $4.16M in Q4 2023.
  • 1,097 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.