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

Pacific Capital 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 		$399K Buy
6,850
+1,665
+32% +$97.1K 0.06% 62
2026
Q1 		$304K Buy
+5,185
New +$304K 0.05% 73
2025
Q4 		– Sell
-3,673
Closed -$216K – 81
2025
Q3 		$216K Buy
+3,673
New +$215K 0.04% 78

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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Pacific Capital Wealth Advisors's VGSH Position: Q2 2026 in Review

Pacific Capital Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 32% in Q2 2026, buying an estimated $97.1K and bringing the position to 6,850 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #62.

Pacific Capital Wealth Advisors first reported a position in VGSH in Q3 2025 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Pacific Capital Wealth Advisors held 6,850 shares of Vanguard Short-Term Treasury ETF worth $399K as of Q2 2026.
  • Pacific Capital Wealth Advisors bought 1,665 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $97.1K.
  • Vanguard Short-Term Treasury ETF made up 0.06% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Pacific Capital Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 252 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.