Lloyd Advisory Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Lloyd Advisory Services’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	$55.3K	Sell	950 -809	-46%	-$47.2K	0.02%	228
2026 Q1	$103K	Sell	1,759 -3,830	-69%	-$225K	0.03%	203
2025 Q4	$328K	Sell	5,589 -215	-4%	-$12.6K	0.13%	75
2025 Q3	$342K	Sell	5,804 -596	-9%	-$35K	0.16%	63
2025 Q2	$376K	Buy	6,400 +1,055	+20%	+$61.8K	0.18%	60
2025 Q1	$314K	Sell	5,345 -5,323	-50%	-$311K	0.16%	68
2024 Q4	$621K	Buy	10,668 +860	+9%	+$50.2K	0.29%	48
2024 Q3	$579K	Sell	9,808 -3,204	-25%	-$188K	0.28%	49
2024 Q2	$755K	Buy	+13,012	New	+$752K	0.36%	45
2024 Q1	–	Sell	-4,259	Closed	-$248K	–	184
2023 Q4	$248K	Buy	+4,259	New	+$246K	0.12%	110
2022 Q3	–	Sell	-12,061	Closed	-$711K	–	75
2022 Q2	$711K	Buy	12,061 +6,562	+119%	+$387K	0.55%	26
2022 Q1	$326K	Sell	5,499 -26	-0.5%	-$1.56K	0.15%	64
2021 Q4	$336K	Buy	5,525 +515	+10%	+$31.5K	0.15%	56
2021 Q3	$308K	Buy	5,010 +1,082	+28%	+$66.5K	0.16%	51
2021 Q2	$241K	Sell	3,928 -615	-14%	-$37.8K	0.12%	67
2021 Q1	$279K	Buy	4,543 +1,705	+60%	+$105K	0.15%	48
2020 Q4	$175K	Buy	2,838 +345	+14%	+$21.4K	0.1%	60
2020 Q3	$155K	Sell	2,493 -36	-1%	-$2.24K	0.09%	62
2020 Q2	$157K	Sell	2,529 -3,116	-55%	-$194K	0.1%	65
2020 Q1	$352K	Buy	5,645 +841	+18%	+$51.6K	0.26%	32
2019 Q4	$292K	Buy	+4,804	New	+$292K	0.27%	54

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

Lloyd Advisory Services's VGSH Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 46% in Q2 2026, selling an estimated $47.2K and leaving 950 shares worth $55.3K. The position accounts for 0.02% of the portfolio, ranked #228.

Lloyd Advisory Services first reported a position in VGSH in Q4 2019 and has held it in 21 quarters since. The position peaked at $755K in Q2 2024. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Lloyd Advisory Services held 950 shares of Vanguard Short-Term Treasury ETF worth $55.3K as of Q2 2026.
Lloyd Advisory Services sold 809 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $47.2K.
Vanguard Short-Term Treasury ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #228 holding.
Lloyd Advisory Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and has held it in 21 quarters since.
Lloyd Advisory Services's Vanguard Short-Term Treasury ETF position peaked at $755K in Q2 2024.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.