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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$556K Sell
9,556
-2,022
-17% -$118K 0.06% 190
2026
Q1
$678K Sell
11,578
-3,254
-22% -$191K 0.09% 161
2025
Q4
$871K Sell
14,832
-242
-2% -$14.2K 0.11% 151
2025
Q3
$887K Sell
15,074
-1,160
-7% -$68.1K 0.12% 141
2025
Q2
$954K Buy
16,234
+1,785
+12% +$105K 0.14% 130
2025
Q1
$848K Sell
14,449
-8,328
-37% -$486K 0.14% 138
2024
Q4
$1.33M Buy
22,777
+2,701
+13% +$158K 0.24% 103
2024
Q3
$1.18M Buy
20,076
+3,000
+18% +$176K 0.23% 103
2024
Q2
$990K Sell
17,076
-3,557
-17% -$206K 0.28% 86
2024
Q1
$1.2M Sell
20,633
-5,977
-22% -$348K 0.34% 82
2023
Q4
$1.55M Buy
26,610
+8,162
+44% +$472K 0.54% 62
2023
Q3
$1.06M Buy
+18,448
New +$1.06M 0.41% 80

Other funds holding VGSH

Lifeworks Advisors's VGSH Position: Q2 2026 in Review

Lifeworks Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 17% in Q2 2026, selling an estimated $118K and leaving 9,556 shares worth $556K. The position accounts for 0.06% of the portfolio, ranked #190.

Lifeworks Advisors first reported a position in VGSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.55M in Q4 2023. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Lifeworks Advisors held 9,556 shares of Vanguard Short-Term Treasury ETF worth $556K as of Q2 2026.
  • Lifeworks Advisors sold 2,022 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $118K.
  • Vanguard Short-Term Treasury ETF made up 0.06% of Lifeworks Advisors's portfolio in Q2 2026, its #190 holding.
  • Lifeworks Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • Lifeworks Advisors's Vanguard Short-Term Treasury ETF position peaked at $1.55M in Q4 2023.
  • 1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.