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

Meritas 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	$260K	Buy	4,474 +41	+0.9%	+$2.39K	0.1%	52
2026 Q1	$260K	Hold	4,433	–	–	0.12%	51
2025 Q4	$260K	Buy	4,433 +55	+1%	+$3.23K	0.13%	50
2025 Q3	$258K	Buy	4,378 +81	+2%	+$4.75K	0.13%	47
2025 Q2	$253K	Buy	4,297 +49	+1%	+$2.87K	0.14%	46
2025 Q1	$249K	Hold	4,248	–	–	0.15%	44
2024 Q4	$247K	Buy	4,248 +87	+2%	+$5.08K	0.15%	46
2024 Q3	$246K	Buy	4,161 +98	+2%	+$5.74K	0.15%	46
2024 Q2	$236K	Buy	4,063 +18	+0.4%	+$1.04K	0.17%	44
2024 Q1	$235K	Buy	4,045 +26	+0.6%	+$1.51K	0.16%	43
2023 Q4	$234K	Sell	4,019 -775	-16%	-$44.8K	0.18%	42
2023 Q3	$276K	Buy	4,794 +55	+1%	+$3.17K	0.21%	34
2023 Q2	$274K	Buy	4,739 +893	+23%	+$52K	0.21%	35
2023 Q1	$225K	Sell	3,846 -12,345	-76%	-$717K	0.18%	38
2022 Q4	$936K	Buy	+16,191	New	+$935K	0.77%	17

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

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

Meritas Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.92% in Q2 2026, buying an estimated $2.39K and bringing the position to 4,474 shares worth $260K. The position accounts for 0.1% of the portfolio, ranked #52.

Meritas Wealth Management first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $936K in Q4 2022. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Meritas Wealth Management held 4,474 shares of Vanguard Short-Term Treasury ETF worth $260K as of Q2 2026.
Meritas Wealth Management bought 41 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.39K.
Vanguard Short-Term Treasury ETF made up 0.1% of Meritas Wealth Management's portfolio in Q2 2026, its #52 holding.
Meritas Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Meritas Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $936K in Q4 2022.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.