Monograph Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Monograph Wealth Advisors’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	$15.9M	Buy	273,386 +106,825	+64%	+$6.23M	1.31%	13
2026 Q1	$9.75M	Buy	166,561 +56,419	+51%	+$3.31M	0.92%	18
2025 Q4	$6.47M	Buy	110,142 +68,622	+165%	+$4.03M	0.64%	24
2025 Q3	$2.44M	Buy	+41,520	New	+$2.44M	0.25%	37

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

Monograph Wealth Advisors's VGSH Position: Q2 2026 in Review

Monograph Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 64% in Q2 2026, buying an estimated $6.23M and bringing the position to 273,386 shares worth $15.9M. The position accounts for 1.31% of the portfolio, ranked #13.

Monograph Wealth Advisors first reported a position in VGSH in Q3 2025 and has held it in 4 quarters since. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Monograph Wealth Advisors held 273,386 shares of Vanguard Short-Term Treasury ETF worth $15.9M as of Q2 2026.
Monograph Wealth Advisors bought 106,825 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $6.23M.
Vanguard Short-Term Treasury ETF made up 1.31% of Monograph Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Monograph Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.