Montgomery Financial Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Montgomery Financial Services’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	$7.16K	Buy	+123	New	+$7.17K	0.01%	200

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

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Montgomery Financial Services's VGSH Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 123 shares worth $7.16K. The stake represents 0.01% of the portfolio and ranks #200 among its holdings.

1,056 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Montgomery Financial Services held 123 shares of Vanguard Short-Term Treasury ETF worth $7.16K as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new Montgomery Financial Services position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #200 holding.
1,056 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.