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

LRI 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	$659K	Hold	11,315	–	–	0.05%	162
2026 Q1	$662K	Hold	11,315	–	–	0.06%	149
2025 Q4	$665K	Hold	11,315	–	–	0.05%	148
2025 Q3	$666K	Sell	11,315 -193	-2%	-$11.3K	0.05%	155
2025 Q2	$676K	Hold	11,508	–	–	0.06%	147
2025 Q1	$675K	Buy	11,508 +143	+1%	+$8.35K	0.07%	139
2024 Q4	$661K	Hold	11,365	–	–	0.06%	114
2024 Q3	$661K	Hold	11,365	–	–	0.06%	124
2024 Q2	$659K	Hold	11,365	–	–	0.08%	93
2024 Q1	$660K	Buy	+11,365	New	+$661K	0.17%	61

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

LRI Investments's VGSH Position: Q2 2026 in Review

LRI Investments held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 11,315 shares worth $659K. The position accounts for 0.05% of the portfolio, ranked #162.

LRI Investments first reported a position in VGSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $676K in Q2 2025. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

LRI Investments held 11,315 shares of Vanguard Short-Term Treasury ETF worth $659K as of Q2 2026.
LRI Investments left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.05% of LRI Investments's portfolio in Q2 2026, its #162 holding.
LRI Investments first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Vanguard Short-Term Treasury ETF position peaked at $676K in Q2 2025.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.