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

Lionshead Wealth 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	$3.16M	Sell	54,233 -8,394	-13%	-$489K	2.05%	13
2026 Q1	$3.67M	Buy	62,627 +20,702	+49%	+$1.22M	2.7%	9
2025 Q4	$2.46M	Sell	41,925 -5,115	-11%	-$301K	1.85%	16
2025 Q3	$2.77M	Buy	47,040 +6,019	+15%	+$353K	2.2%	10
2025 Q2	$2.41M	Buy	41,021 +14,060	+52%	+$824K	2.23%	12
2025 Q1	$1.58M	Buy	26,961 +11,029	+69%	+$644K	1.64%	20
2024 Q4	$927K	Buy	+15,932	New	+$930K	0.67%	35

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

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

Lionshead Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 13% in Q2 2026, selling an estimated $489K and leaving 54,233 shares worth $3.16M. The position accounts for 2.05% of the portfolio, ranked #13.

Lionshead Wealth Management first reported a position in VGSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.67M in Q1 2026. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Lionshead Wealth Management held 54,233 shares of Vanguard Short-Term Treasury ETF worth $3.16M as of Q2 2026.
Lionshead Wealth Management sold 8,394 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $489K.
Vanguard Short-Term Treasury ETF made up 2.05% of Lionshead Wealth Management's portfolio in Q2 2026, its #13 holding.
Lionshead Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $3.67M in Q1 2026.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.