N.E.W. Advisory Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

N.E.W. Advisory 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	$1.14M	Buy	19,513 +132	+0.7%	+$7.7K	0.08%	94
2026 Q1	$1.13M	Buy	19,381 +1,551	+9%	+$91K	0.08%	90
2025 Q4	$1.05M	Buy	17,830 +736	+4%	+$43.3K	0.08%	93
2025 Q3	$1.01M	Buy	17,094 +1,139	+7%	+$66.8K	0.09%	80
2025 Q2	$938K	Buy	15,955 +363	+2%	+$21.3K	0.09%	78
2025 Q1	$915K	Sell	15,592 -154	-1%	-$8.99K	0.07%	87
2024 Q4	$916K	Buy	15,746 +1,308	+9%	+$76.3K	0.09%	80
2024 Q3	$852K	Buy	14,438 +2,794	+24%	+$164K	0.08%	83
2024 Q2	$675K	Sell	11,644 -2,858	-20%	-$165K	0.07%	86
2024 Q1	$842K	Sell	14,502 -648	-4%	-$37.7K	0.09%	79
2023 Q4	$884K	Sell	15,150 -755	-5%	-$43.6K	0.11%	71
2023 Q3	$916K	Sell	15,905 -56	-0.4%	-$3.23K	0.13%	70
2023 Q2	$921K	Sell	15,961 -914	-5%	-$53.2K	0.13%	58
2023 Q1	$988K	Sell	16,875 -20	-0.1%	-$1.16K	0.14%	56
2022 Q4	$977K	Buy	16,895 +1,077	+7%	+$62.2K	0.15%	58
2022 Q3	$914K	Sell	15,818 -333	-2%	-$19.5K	0.17%	55
2022 Q2	$951K	Sell	16,151 -80,292	-83%	-$4.74M	0.17%	57
2022 Q1	$5.94M	Buy	96,443 +80,202	+494%	+$4.82M	1.12%	19
2021 Q4	$988K	Sell	16,241 -233	-1%	-$14.2K	0.15%	57
2021 Q3	$1.01M	Sell	16,474 -4,573	-22%	-$281K	0.16%	57
2021 Q2	$1.29M	Sell	21,047 -75,257	-78%	-$4.63M	0.22%	46
2021 Q1	$5.92M	Sell	96,304 -29,488	-23%	-$1.82M	1.11%	20
2020 Q4	$7.75M	Buy	125,792 +99,252	+374%	+$6.15M	1.63%	18
2020 Q3	$1.65M	Buy	26,540 +380	+1%	+$23.6K	0.47%	35
2020 Q2	$1.63M	Buy	+26,160	New	+$1.63M	0.51%	35
2019 Q4	$1.72M	Buy	+28,257	New	+$1.72M	0.56%	29

Other funds holding VGSH

RWP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

N.E.W. Advisory Services's VGSH Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.68% in Q2 2026, buying an estimated $7.7K and bringing the position to 19,513 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #94.

N.E.W. Advisory Services first reported a position in VGSH in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.75M in Q4 2020. 799 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

N.E.W. Advisory Services held 19,513 shares of Vanguard Short-Term Treasury ETF worth $1.14M as of Q2 2026.
N.E.W. Advisory Services bought 132 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $7.7K.
Vanguard Short-Term Treasury ETF made up 0.08% of N.E.W. Advisory Services's portfolio in Q2 2026, its #94 holding.
N.E.W. Advisory Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's Vanguard Short-Term Treasury ETF position peaked at $7.75M in Q4 2020.
799 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.