Level Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
Other funds holding VGSH
NP
Level Financial Advisors's VGSH Position: Q2 2026 in Review
Level Financial Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.3% in Q2 2026, buying an estimated $1.27M and bringing the position to 532,912 shares worth $31M. The position accounts for 6.93% of the portfolio, ranked #3.
Level Financial Advisors first reported a position in VGSH in Q4 2021 and has held it in 19 quarters since. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.
- Level Financial Advisors held 532,912 shares of Vanguard Short-Term Treasury ETF worth $31M as of Q2 2026.
- Level Financial Advisors bought 21,865 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.27M.
- Vanguard Short-Term Treasury ETF made up 6.93% of Level Financial Advisors's portfolio in Q2 2026, its #3 holding.
- Level Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
- 1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.
Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.