Pasadena Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Pasadena Private Wealth’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	$1.05M	Sell	18,082 -3,437	-16%	-$200K	0.13%	88
2026 Q1	$1.26M	Buy	+21,519	New	+$1.26M	0.17%	73
2025 Q1	–	Sell	-22,976	Closed	-$1.34M	–	203
2024 Q4	$1.34M	Sell	22,976 -153,119	-87%	-$8.94M	0.27%	48
2024 Q3	$10.4M	Buy	176,095 +83,196	+90%	+$4.87M	2.21%	11
2024 Q2	$5.39M	Buy	92,899 +14,053	+18%	+$812K	1.25%	21
2024 Q1	$4.58M	Buy	78,846 +954	+1%	+$55.5K	1.05%	22
2023 Q4	$4.54M	Buy	77,892 +25,707	+49%	+$1.49M	1.11%	22
2023 Q3	$3.01M	Buy	52,185 +33,267	+176%	+$1.92M	0.9%	20
2023 Q2	$1.09M	Sell	18,918 -9,049	-32%	-$527K	0.31%	28
2023 Q1	$1.64M	Sell	27,967 -297,526	-91%	-$17.3M	0.47%	23
2022 Q4	$18.8M	Buy	325,493 +167,861	+106%	+$9.7M	5.81%	5
2022 Q3	$9.11M	Buy	+157,632	New	+$9.23M	3.21%	10
2022 Q2	–	Sell	-13,807	Closed	-$818K	–	117
2022 Q1	$818K	Buy	+13,807	New	+$830K	0.27%	34
2020 Q2	–	Sell	-188,036	Closed	-$11.7M	–	90
2020 Q1	$11.7M	Sell	188,036 -439,216	-70%	-$27M	4.82%	6
2019 Q4	$38.2M	Buy	627,252 +2,047	+0.3%	+$125K	16.74%	1
2019 Q3	$38.1M	Buy	625,205 +5,708	+0.9%	+$348K	17.57%	1
2019 Q2	$37.7M	Buy	619,497 +614,049	+11,271%	+$37.2M	17.85%	1
2019 Q1	$329K	Buy	+5,448	New	+$328K	0.36%	32

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

Pasadena Private Wealth's VGSH Position: Q2 2026 in Review

Pasadena Private Wealth reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 16% in Q2 2026, selling an estimated $200K and leaving 18,082 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #88.

Pasadena Private Wealth first reported a position in VGSH in Q1 2019 and has held it in 18 quarters since. The position peaked at $38.2M in Q4 2019. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Pasadena Private Wealth held 18,082 shares of Vanguard Short-Term Treasury ETF worth $1.05M as of Q2 2026.
Pasadena Private Wealth sold 3,437 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $200K.
Vanguard Short-Term Treasury ETF made up 0.13% of Pasadena Private Wealth's portfolio in Q2 2026, its #88 holding.
Pasadena Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q1 2019 and has held it in 18 quarters since.
Pasadena Private Wealth's Vanguard Short-Term Treasury ETF position peaked at $38.2M in Q4 2019.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.