Monument Group Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
Other funds holding VGSH
NP
Monument Group Wealth Advisors's VGSH Position: Q2 2026 in Review
Monument Group Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 83% in Q2 2026, selling an estimated $464K and leaving 1,611 shares worth $601K. The position accounts for 0.29% of the portfolio, ranked #17.
Monument Group Wealth Advisors first reported a position in VGSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $612K in Q4 2023. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.
- Monument Group Wealth Advisors held 1,611 shares of Vanguard Short-Term Treasury ETF worth $601K as of Q2 2026.
- Monument Group Wealth Advisors sold 7,963 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $464K.
- Vanguard Short-Term Treasury ETF made up 0.29% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #17 holding.
- Monument Group Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
- Monument Group Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $612K in Q4 2023.
- 1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.
Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.