Principal Securities’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Principal Securities’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	$776K	Sell	13,334 -140	-1%	-$8.16K	0.01%	882
2026 Q1	$789K	Buy	13,474 +5,523	+69%	+$324K	0.01%	804
2025 Q4	$467K	Buy	7,951 +952	+14%	+$56K	0.01%	963
2025 Q3	$412K	Buy	6,999 +165	+2%	+$9.68K	0.01%	987
2025 Q2	$402K	Sell	6,834 -1,055	-13%	-$61.8K	0.01%	947
2025 Q1	$459K	Hold	7,889	–	–	0.01%	811
2024 Q4	$459K	Buy	7,889 +488	+7%	+$28.5K	0.01%	807
2024 Q3	$437K	Buy	7,401 +4,771	+181%	+$279K	0.01%	805
2024 Q2	$152K	Buy	2,630 +884	+51%	+$51.1K	﹤0.01%	1156
2024 Q1	$101K	Sell	1,746 -1,402	-45%	-$81.5K	﹤0.01%	1272
2023 Q4	$184K	Buy	+3,148	New	+$182K	0.01%	958

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

Principal Securities's VGSH Position: Q2 2026 in Review

Principal Securities reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 1% in Q2 2026, selling an estimated $8.16K and leaving 13,334 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #882.

Principal Securities first reported a position in VGSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $789K in Q1 2026. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Principal Securities held 13,334 shares of Vanguard Short-Term Treasury ETF worth $776K as of Q2 2026.
Principal Securities sold 140 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $8.16K.
Vanguard Short-Term Treasury ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #882 holding.
Principal Securities first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Vanguard Short-Term Treasury ETF position peaked at $789K in Q1 2026.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.