Money Concepts Capital’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Money Concepts Capital’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	$646K	Buy	+11,027	New	+$647K	0.04%	343
2023 Q1	–	Sell	-4,153	Closed	-$240K	–	2810
2022 Q4	$240K	Buy	4,153 +1,152	+38%	+$66.6K	0.01%	615
2022 Q3	$173K	Sell	3,001 -6,009	-67%	-$352K	0.01%	453
2022 Q2	$531K	Buy	9,010 +7,151	+385%	+$422K	0.05%	271
2022 Q1	$110K	Buy	+1,859	New	+$112K	0.01%	953
2021 Q1	$172K	Buy	2,803 +2,734	+3,962%	+$168K	0.01%	477
2020 Q4	$4K	Buy	+69	New	+$4.28K	﹤0.01%	626

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

Money Concepts Capital's VGSH Position: Q1 2026 in Review

Money Concepts Capital opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026: 11,027 shares worth $646K. The stake represents 0.04% of the portfolio and ranks #343 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in VGSH as recently as Q4 2022.

Money Concepts Capital first reported a position in VGSH in Q4 2020 and has held it in 7 quarters since. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Money Concepts Capital held 11,027 shares of Vanguard Short-Term Treasury ETF worth $646K as of Q1 2026.
Vanguard Short-Term Treasury ETF was a new Money Concepts Capital position in Q1 2026.
Vanguard Short-Term Treasury ETF made up 0.04% of Money Concepts Capital's portfolio in Q1 2026, its #343 holding.
Money Concepts Capital first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 7 quarters since.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.