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

Marietta 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	$4.39M	Buy	75,504 +6,233	+9%	+$363K	0.45%	73
2026 Q1	$4.06M	Buy	69,271 +2,486	+4%	+$146K	0.48%	72
2025 Q4	$3.92M	Buy	66,785 +3,324	+5%	+$195K	0.45%	73
2025 Q3	$3.73M	Buy	63,461 +5,387	+9%	+$316K	0.46%	73
2025 Q2	$3.41M	Buy	58,074 +1,289	+2%	+$75.5K	0.45%	73
2025 Q1	$3.33M	Buy	56,785 +4,738	+9%	+$277K	0.49%	71
2024 Q4	$3.03M	Buy	52,047 +3,069	+6%	+$179K	0.43%	70
2024 Q3	$2.89M	Sell	48,978 -351	-0.7%	-$20.6K	0.42%	74
2024 Q2	$2.86M	Buy	49,329 +1,119	+2%	+$64.7K	0.45%	73
2024 Q1	$2.8M	Buy	48,210 +4,366	+10%	+$254K	0.46%	76
2023 Q4	$2.56M	Buy	43,844 +875	+2%	+$50.6K	0.46%	78
2023 Q3	$2.48M	Buy	42,969 +4,333	+11%	+$250K	0.49%	74
2023 Q2	$2.23M	Buy	38,636 +5,605	+17%	+$326K	0.42%	81
2023 Q1	$1.93M	Buy	33,031 +3,451	+12%	+$200K	0.41%	79
2022 Q4	$1.71M	Buy	+29,580	New	+$1.71M	0.39%	83

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

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

Marietta Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 9% in Q2 2026, buying an estimated $363K and bringing the position to 75,504 shares worth $4.39M. The position accounts for 0.45% of the portfolio, ranked #73.

Marietta Wealth Management first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Marietta Wealth Management held 75,504 shares of Vanguard Short-Term Treasury ETF worth $4.39M as of Q2 2026.
Marietta Wealth Management bought 6,233 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $363K.
Vanguard Short-Term Treasury ETF made up 0.45% of Marietta Wealth Management's portfolio in Q2 2026, its #73 holding.
Marietta Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.