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

Peterson 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	$756K	Sell	12,994 -479	-4%	-$27.9K	0.09%	52
2026 Q1	$789K	Sell	13,473 -634	-4%	-$37.2K	0.1%	47
2025 Q4	$829K	Sell	14,107 -742	-5%	-$43.6K	0.11%	49
2025 Q3	$872K	Sell	14,849 -1,152	-7%	-$67.6K	0.13%	48
2025 Q2	$941K	Sell	16,001 -1,581	-9%	-$92.6K	0.16%	42
2025 Q1	$1.03M	Sell	17,582 -306	-2%	-$17.9K	0.2%	37
2024 Q4	$1.04M	Buy	17,888 +12,608	+239%	+$736K	0.19%	34
2024 Q3	$312K	Sell	5,280 -439	-8%	-$25.7K	0.06%	63
2024 Q2	$332K	Sell	5,719 -61	-1%	-$3.52K	0.07%	62
2024 Q1	$336K	Sell	5,780 -740	-11%	-$43K	0.07%	54
2023 Q4	$380K	Buy	6,520 +541	+9%	+$31.3K	0.09%	48
2023 Q3	$344K	Buy	5,979 +1,258	+27%	+$72.5K	0.09%	49
2023 Q2	$272K	Buy	+4,721	New	+$275K	0.07%	53

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

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

Peterson Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.6% in Q2 2026, selling an estimated $27.9K and leaving 12,994 shares worth $756K. The position accounts for 0.09% of the portfolio, ranked #52.

Peterson Wealth Advisors first reported a position in VGSH in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.04M in Q4 2024. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Peterson Wealth Advisors held 12,994 shares of Vanguard Short-Term Treasury ETF worth $756K as of Q2 2026.
Peterson Wealth Advisors sold 479 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $27.9K.
Vanguard Short-Term Treasury ETF made up 0.09% of Peterson Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Peterson Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Peterson Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $1.04M in Q4 2024.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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