Octavia Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Octavia Wealth Advisors’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	$7.4M	Buy	127,093 +35,884	+39%	+$2.09M	0.64%	24
2026 Q1	$5.34M	Sell	91,209 -72,365	-44%	-$4.25M	0.51%	27
2025 Q4	$9.61M	Buy	163,574 +11,109	+7%	+$653K	0.92%	23
2025 Q3	$8.97M	Buy	152,465 +10,648	+8%	+$625K	0.89%	25
2025 Q2	$8.34M	Buy	+141,817	New	+$8.31M	0.95%	24

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

Octavia Wealth Advisors's VGSH Position: Q2 2026 in Review

Octavia Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 39% in Q2 2026, buying an estimated $2.09M and bringing the position to 127,093 shares worth $7.4M. The position accounts for 0.64% of the portfolio, ranked #24.

Octavia Wealth Advisors first reported a position in VGSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.61M in Q4 2025. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Octavia Wealth Advisors held 127,093 shares of Vanguard Short-Term Treasury ETF worth $7.4M as of Q2 2026.
Octavia Wealth Advisors bought 35,884 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.09M.
Vanguard Short-Term Treasury ETF made up 0.64% of Octavia Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Octavia Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Octavia Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $9.61M in Q4 2025.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.