Obermeyer Wealth Partners
VGSH icon

Obermeyer Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Obermeyer Wealth Partners’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
Q3 		$1.69M Buy
+29,364
New +$1.7M 0.07% 88
2020
Q3 		– Sell
-4,244
Closed -$264K – 152
2020
Q2 		$264K Buy
+4,244
New +$264K 0.02% 115

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Employees Retirement System of Texas
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UBS Group
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Cerity Partners
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NorthRock Partners
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RWA Wealth Partners
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LPL Financial
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New York Life Investment Management
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Obermeyer Wealth Partners's VGSH Position: Q3 2026 in Review

Obermeyer Wealth Partners opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q3 2026: 29,364 shares worth $1.69M. The stake represents 0.07% of the portfolio and ranks #88 among its holdings. This is a return to the name: Obermeyer Wealth Partners previously reported a position in VGSH as recently as Q2 2020.

Obermeyer Wealth Partners first reported a position in VGSH in Q2 2020 and has held it in 2 quarters since. 1,019 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Obermeyer Wealth Partners held 29,364 shares of Vanguard Short-Term Treasury ETF worth $1.69M as of Q3 2026.
  • Vanguard Short-Term Treasury ETF was a new Obermeyer Wealth Partners position in Q3 2026.
  • Vanguard Short-Term Treasury ETF made up 0.07% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #88 holding.
  • Obermeyer Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 2 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.