Northwest Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Northwest Wealth Management’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	$15M	Buy	257,143 +3,982	+2%	+$232K	1.97%	11
2026 Q1	$14.8M	Buy	253,161 +1,058	+0.4%	+$62.1K	2.23%	10
2025 Q4	$14.8M	Sell	252,103 -2,408	-0.9%	-$142K	2.33%	10
2025 Q3	$15M	Sell	254,511 -4,460	-2%	-$262K	2.47%	11
2025 Q2	$15.2M	Sell	258,971 -6,378	-2%	-$374K	2.75%	9
2025 Q1	$15.6M	Buy	265,349 +15,240	+6%	+$889K	3.1%	8
2024 Q4	$14.6M	Sell	250,109 -10,269	-4%	-$599K	3.08%	7
2024 Q3	$15.4M	Sell	260,378 -2,566	-1%	-$150K	3.58%	5
2024 Q2	$15.2M	Buy	262,944 +2,379	+0.9%	+$137K	3.95%	5
2024 Q1	$15.1M	Buy	260,565 +17,000	+7%	+$989K	4.15%	5
2023 Q4	$14.2M	Buy	243,565 +29,040	+14%	+$1.68M	4.28%	4
2023 Q3	$12.4M	Buy	214,525 +33,702	+19%	+$1.94M	4.45%	3
2023 Q2	$10.4M	Buy	180,823 +36,237	+25%	+$2.11M	3.78%	4
2023 Q1	$8.46M	Buy	144,586 +57,446	+66%	+$3.34M	3.23%	5
2022 Q4	$5.04M	Buy	87,140 +61,094	+235%	+$3.53M	2.16%	12
2022 Q3	$1.5M	Buy	+26,046	New	+$1.52M	0.66%	45
2019 Q2	–	Sell	-542	Closed	-$33K	–	455
2019 Q1	$33K	Hold	542	–	–	0.02%	255
2018 Q4	$33K	Hold	542	–	–	0.03%	235
2018 Q3	$32K	Sell	542 -3,900	-88%	-$233K	0.02%	254
2018 Q2	$266K	Hold	4,442	–	–	0.2%	91
2018 Q1	$267K	Hold	4,442	–	–	0.2%	89
2017 Q4	$268K	Sell	4,442 -37	-0.8%	-$2.24K	0.22%	81
2017 Q3	$272K	Buy	+4,479	New	+$272K	0.38%	52

Other funds holding VGSH

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Northwest Wealth Management's VGSH Position: Q2 2026 in Review

Northwest Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.6% in Q2 2026, buying an estimated $232K and bringing the position to 257,143 shares worth $15M. The position accounts for 1.97% of the portfolio, ranked #11.

Northwest Wealth Management first reported a position in VGSH in Q3 2017 and has held it in 23 quarters since. The position peaked at $15.6M in Q1 2025. 463 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Northwest Wealth Management held 257,143 shares of Vanguard Short-Term Treasury ETF worth $15M as of Q2 2026.
Northwest Wealth Management bought 3,982 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $232K.
Vanguard Short-Term Treasury ETF made up 1.97% of Northwest Wealth Management's portfolio in Q2 2026, its #11 holding.
Northwest Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2017 and has held it in 23 quarters since.
Northwest Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $15.6M in Q1 2025.
463 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.