Petra Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Petra Financial 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	$506K	Buy	8,701 +115	+1%	+$6.7K	0.23%	100
2026 Q1	$503K	Buy	8,586 +69	+0.8%	+$4.05K	0.31%	78
2025 Q4	$500K	Buy	8,517 +87	+1%	+$5.11K	0.29%	88
2025 Q3	$496K	Sell	8,430 -22	-0.3%	-$1.29K	0.29%	91
2025 Q2	$497K	Sell	8,452 -40	-0.5%	-$2.34K	0.32%	85
2025 Q1	$498K	Hold	8,492	–	–	0.41%	57
2024 Q4	$494K	Hold	8,492	–	–	0.34%	83
2024 Q3	$501K	Hold	8,492	–	–	0.33%	83
2024 Q2	$492K	Hold	8,492	–	–	0.35%	77
2024 Q1	$493K	Hold	8,492	–	–	0.36%	78
2023 Q4	$495K	Hold	8,492	–	–	0.41%	72
2023 Q3	$489K	Hold	8,492	–	–	0.41%	69
2023 Q2	$490K	Buy	+8,492	New	+$494K	0.44%	68
2023 Q1	–	Sell	-10,287	Closed	-$595K	–	103
2022 Q4	$595K	Buy	+10,287	New	+$594K	0.65%	43

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

Petra Financial Advisors's VGSH Position: Q2 2026 in Review

Petra Financial Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.3% in Q2 2026, buying an estimated $6.7K and bringing the position to 8,701 shares worth $506K. The position accounts for 0.23% of the portfolio, ranked #100.

Petra Financial Advisors first reported a position in VGSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $595K in Q4 2022. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Petra Financial Advisors held 8,701 shares of Vanguard Short-Term Treasury ETF worth $506K as of Q2 2026.
Petra Financial Advisors bought 115 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $6.7K.
Vanguard Short-Term Treasury ETF made up 0.23% of Petra Financial Advisors's portfolio in Q2 2026, its #100 holding.
Petra Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
Petra Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $595K in Q4 2022.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.