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

Modera 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	$462K	Sell	7,938 -416	-5%	-$24.2K	﹤0.01%	474
2026 Q1	$489K	Sell	8,354 -1,832	-18%	-$108K	0.01%	440
2025 Q4	$598K	Buy	10,186 +276	+3%	+$16.2K	0.01%	421
2025 Q3	$583K	Sell	9,910 -34	-0.3%	-$2K	0.01%	428
2025 Q2	$585K	Buy	9,944 +70	+0.7%	+$4.1K	0.01%	418
2025 Q1	$580K	Buy	9,874 +1,436	+17%	+$83.8K	0.01%	405
2024 Q4	$491K	Buy	8,438 +2,506	+42%	+$146K	0.01%	444
2024 Q3	$350K	Buy	5,932 +301	+5%	+$17.6K	﹤0.01%	466
2024 Q2	$327K	Hold	5,631	–	–	﹤0.01%	464
2024 Q1	$327K	Sell	5,631 -221	-4%	-$12.9K	0.01%	469
2023 Q4	$341K	Buy	5,852 +221	+4%	+$12.8K	0.01%	445
2023 Q3	$324K	Hold	5,631	–	–	0.01%	438
2023 Q2	$325K	Buy	+5,631	New	+$328K	0.01%	457
2021 Q1	–	Sell	-14,050	Closed	-$865K	–	252
2020 Q4	$865K	Sell	14,050 -4,481	-24%	-$278K	0.07%	106
2020 Q3	$1.15M	Sell	18,531 -3,860	-17%	-$240K	0.17%	49
2020 Q2	$1.39M	Buy	22,391 +1,114	+5%	+$69.3K	0.22%	42
2020 Q1	$1.33M	Buy	+21,277	New	+$1.31M	0.28%	40
2019 Q1	–	Sell	-341,656	Closed	-$20.5M	–	148
2018 Q4	$20.5M	Buy	341,656 +291,857	+586%	+$17.4M	4.05%	8
2018 Q3	$2.98M	Buy	49,799 +35,295	+243%	+$2.11M	0.6%	22
2018 Q2	$869K	Buy	+14,504	New	+$868K	0.18%	48

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

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

Modera Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 5% in Q2 2026, selling an estimated $24.2K and leaving 7,938 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Modera Wealth Management first reported a position in VGSH in Q2 2018 and has held it in 20 quarters since. The position peaked at $20.5M in Q4 2018. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Modera Wealth Management held 7,938 shares of Vanguard Short-Term Treasury ETF worth $462K as of Q2 2026.
Modera Wealth Management sold 416 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $24.2K.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #474 holding.
Modera Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2018 and has held it in 20 quarters since.
Modera Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $20.5M in Q4 2018.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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