LifeWealth Investments’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

LifeWealth Investments’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	$211K	Sell	3,624 -512	-12%	-$29.8K	0.06%	134
2026 Q1	$242K	Sell	4,136 -23,345	-85%	-$1.37M	0.07%	128
2025 Q4	$1.61M	Sell	27,481 -727	-3%	-$42.7K	0.51%	44
2025 Q3	$1.66M	Buy	28,208 +1,526	+6%	+$89.5K	0.55%	45
2025 Q2	$1.57M	Sell	26,682 -17,098	-39%	-$1M	0.57%	44
2025 Q1	$2.57M	Buy	43,780 +15,248	+53%	+$890K	1.24%	26
2024 Q4	$1.66M	Buy	+28,532	New	+$1.67M	1.1%	26

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

LifeWealth Investments's VGSH Position: Q2 2026 in Review

LifeWealth Investments reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 12% in Q2 2026, selling an estimated $29.8K and leaving 3,624 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #134.

LifeWealth Investments first reported a position in VGSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.57M in Q1 2025. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

LifeWealth Investments held 3,624 shares of Vanguard Short-Term Treasury ETF worth $211K as of Q2 2026.
LifeWealth Investments sold 512 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $29.8K.
Vanguard Short-Term Treasury ETF made up 0.06% of LifeWealth Investments's portfolio in Q2 2026, its #134 holding.
LifeWealth Investments first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's Vanguard Short-Term Treasury ETF position peaked at $2.57M in Q1 2025.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.