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Legacy Wealth Asset Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Legacy Wealth Asset 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
2026
Q2 		$1.74M Buy
29,851
+2,192
+8% +$128K 0.38% 62
2026
Q1 		$1.62M Buy
27,659
+3,151
+13% +$185K 0.39% 56
2025
Q4 		$1.44M Buy
24,508
+1,195
+5% +$70.2K 0.35% 71
2025
Q3 		$1.37M Buy
23,313
+919
+4% +$53.9K 0.33% 80
2025
Q2 		$1.32M Buy
22,394
+2,225
+11% +$130K 0.33% 75
2025
Q1 		$1.18M Buy
20,169
+62
+0.3% +$3.62K 0.33% 83
2024
Q4 		$1.17M Buy
20,107
+208
+1% +$12.1K 0.32% 82
2024
Q3 		$1.17M Sell
19,899
-63
-0.3% -$3.69K 0.32% 87
2024
Q2 		$1.16M Buy
19,962
+1,312
+7% +$75.8K 0.33% 78
2024
Q1 		$1.08M Buy
18,650
+1,004
+6% +$58.4K 0.3% 89
2023
Q4 		$1.03M Buy
17,646
+232
+1% +$13.4K 0.34% 86
2023
Q3 		$1M Buy
17,414
+527
+3% +$30.4K 0.37% 86
2023
Q2 		$975K Sell
16,887
-516
-3% -$30K 0.34% 82
2023
Q1 		$1.02M Sell
17,403
-8
-0% -$464 0.37% 75
2022
Q4 		$1.01M Buy
17,411
+447
+3% +$25.8K 0.38% 78
2022
Q3 		$980K Sell
16,964
-312
-2% -$18.3K 0.43% 70
2022
Q2 		$1.02M Sell
17,276
-362
-2% -$21.4K 0.41% 71
2022
Q1 		$1.04M Buy
17,638
+823
+5% +$49.4K 0.37% 87
2021
Q4 		$1.02M Buy
16,815
+1,947
+13% +$119K 0.35% 102
2021
Q3 		$913K Buy
14,868
+1,480
+11% +$91K 0.42% 81
2021
Q2 		$822K Buy
13,388
+741
+6% +$45.6K 0.37% 108
2021
Q1 		$778K Buy
12,647
+916
+8% +$56.4K 0.36% 104
2020
Q4 		$723K Buy
+11,731
New +$727K 0.36% 103

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 Wealth Asset Management's VGSH Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.9% in Q2 2026, buying an estimated $128K and bringing the position to 29,851 shares worth $1.74M. The position accounts for 0.38% of the portfolio, ranked #62.

Legacy Wealth Asset Management first reported a position in VGSH in Q4 2020 and has held it in 23 quarters since. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Legacy Wealth Asset Management held 29,851 shares of Vanguard Short-Term Treasury ETF worth $1.74M as of Q2 2026.
  • Legacy Wealth Asset Management bought 2,192 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $128K.
  • Vanguard Short-Term Treasury ETF made up 0.38% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #62 holding.
  • Legacy Wealth Asset Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.