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

NewSquare 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 Q2	$7.06M	Buy	121,308 +8,193	+7%	+$478K	0.52%	51
2026 Q1	$6.62M	Sell	113,115 -201,849	-64%	-$11.8M	0.57%	49
2025 Q4	$18.5M	Sell	314,964 -88,604	-22%	-$5.21M	1.63%	11
2025 Q3	$23.7M	Buy	403,568 +18,303	+5%	+$1.07M	1.61%	10
2025 Q2	$22.6M	Buy	385,265 +8,560	+2%	+$501K	1.68%	10
2025 Q1	$22.1M	Buy	+376,705	New	+$22M	1.8%	9

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

NewSquare Capital's VGSH Position: Q2 2026 in Review

NewSquare Capital increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.2% in Q2 2026, buying an estimated $478K and bringing the position to 121,308 shares worth $7.06M. The position accounts for 0.52% of the portfolio, ranked #51.

NewSquare Capital first reported a position in VGSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.7M in Q3 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

NewSquare Capital held 121,308 shares of Vanguard Short-Term Treasury ETF worth $7.06M as of Q2 2026.
NewSquare Capital bought 8,193 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $478K.
Vanguard Short-Term Treasury ETF made up 0.52% of NewSquare Capital's portfolio in Q2 2026, its #51 holding.
NewSquare Capital first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
NewSquare Capital's Vanguard Short-Term Treasury ETF position peaked at $23.7M in Q3 2025.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.