Peterson Wealth Advisors
VGSH icon

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
Q3 		$655K Sell
11,374
-1,620
-12% -$93.9K 0.08% 56
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
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Peterson Wealth Advisors's VGSH Position: Q3 2026 in Review

Peterson Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 12% in Q3 2026, selling an estimated $93.9K and leaving 11,374 shares worth $655K. The position accounts for 0.08% of the portfolio, ranked #56.

Peterson Wealth Advisors first reported a position in VGSH in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2024. 1,019 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Peterson Wealth Advisors held 11,374 shares of Vanguard Short-Term Treasury ETF worth $655K as of Q3 2026.
  • Peterson Wealth Advisors sold 1,620 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $93.9K.
  • Vanguard Short-Term Treasury ETF made up 0.08% of Peterson Wealth Advisors's portfolio in Q3 2026, its #56 holding.
  • Peterson Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 14 quarters since.
  • Peterson Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $1.04M in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.