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One Wealth Management Investment & Advisory Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

One Wealth Management Investment & 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 		$4.92M Buy
+84,513
New +$4.93M 5.16% 6

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's VGSH Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 84,513 shares worth $4.92M. The stake represents 5.16% of the portfolio and ranks #6 among its holdings.

348 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 84,513 shares of Vanguard Short-Term Treasury ETF worth $4.92M as of Q2 2026.
  • Vanguard Short-Term Treasury ETF was a new One Wealth Management Investment & Advisory Services position in Q2 2026.
  • Vanguard Short-Term Treasury ETF made up 5.16% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #6 holding.
  • 348 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.