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

LJI 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	$1.96M	Hold	33,761	–	–	0.28%	36
2026 Q1	$1.98M	Hold	33,761	–	–	0.32%	34
2025 Q4	$1.98M	Hold	33,761	–	–	0.3%	39
2025 Q3	$1.99M	Buy	33,761 +5,099	+18%	+$299K	0.35%	28
2025 Q2	$1.68M	Buy	28,662 +2	+0%	+$117	0.29%	40
2025 Q1	$1.68M	Sell	28,660 -1,145	-4%	-$66.8K	0.34%	37
2024 Q4	$1.73M	Hold	29,805	–	–	0.34%	34
2024 Q3	$1.76M	Buy	29,805 +1,145	+4%	+$67.1K	0.36%	35
2024 Q2	$1.66M	Buy	+28,660	New	+$1.66M	0.37%	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

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

LJI Wealth Management held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 33,761 shares worth $1.96M. The position accounts for 0.28% of the portfolio, ranked #36.

LJI Wealth Management first reported a position in VGSH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.99M in Q3 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

LJI Wealth Management held 33,761 shares of Vanguard Short-Term Treasury ETF worth $1.96M as of Q2 2026.
LJI Wealth Management left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.28% of LJI Wealth Management's portfolio in Q2 2026, its #36 holding.
LJI Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
LJI Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $1.99M in Q3 2025.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.