Miller Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Miller Investment 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 Q1	$98M	Buy	1,673,914 +190,524	+13%	+$11.2M	9.73%	3
2025 Q4	$87.1M	Buy	1,483,390 +421,368	+40%	+$24.8M	8.51%	3
2025 Q3	$62.5M	Buy	1,062,022 +27,279	+3%	+$1.6M	6.28%	5
2025 Q2	$60.8M	Buy	1,034,743 +9,674	+0.9%	+$567K	6.39%	5
2025 Q1	$60.2M	Buy	1,025,069 +3,025	+0.3%	+$177K	6.66%	5
2024 Q4	$59.5M	Sell	1,022,044 -32,870	-3%	-$1.92M	6.51%	5
2024 Q3	$62.3M	Buy	1,054,914 +304,852	+41%	+$17.9M	6.48%	5
2024 Q2	$43.5M	Buy	750,062 +381,054	+103%	+$22M	5.2%	4
2024 Q1	$21.4M	Buy	369,008 +3,904	+1%	+$227K	2.74%	7
2023 Q4	$21.3M	Buy	365,104 +46,647	+15%	+$2.7M	3.03%	6
2023 Q3	$18.3M	Sell	318,457 -373	-0.1%	-$21.5K	2.89%	7
2023 Q2	$18.4M	Sell	318,830 -470	-0.1%	-$27.4K	2.81%	8
2023 Q1	$18.7M	Sell	319,300 -6,726	-2%	-$391K	3.09%	7
2022 Q4	$18.9M	Sell	326,026 -16,211	-5%	-$937K	3.21%	7
2022 Q3	$19.8M	Buy	+342,237	New	+$20M	4.13%	5
2022 Q2	–	Sell	-915,047	Closed	-$54.2M	–	96
2022 Q1	$54.2M	Buy	915,047 +426,768	+87%	+$25.6M	8.54%	2
2021 Q4	$29.7M	Buy	+488,279	New	+$29.9M	4.25%	5

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Miller Investment Management's VGSH Position: Q1 2026 in Review

Miller Investment Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 13% in Q1 2026, buying an estimated $11.2M and bringing the position to 1,673,914 shares worth $98M. The position accounts for 9.73% of the portfolio, ranked #3.

Miller Investment Management first reported a position in VGSH in Q4 2021 and has held it in 17 quarters since. 1,053 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Miller Investment Management held 1,673,914 shares of Vanguard Short-Term Treasury ETF worth $98M as of Q1 2026.
Miller Investment Management bought 190,524 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $11.2M.
Vanguard Short-Term Treasury ETF made up 9.73% of Miller Investment Management's portfolio in Q1 2026, its #3 holding.
Miller Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 17 quarters since.
1,053 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.