Principia Wealth Advisory’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$682K Sell
11,722
-320
-3% -$18.7K 0.34% 42
2026
Q1
$705K Sell
12,042
-505
-4% -$29.6K 0.4% 37
2025
Q4
$737K Buy
12,547
+88
+0.7% +$5.17K 0.46% 36
2025
Q3
$733K Sell
12,459
-328
-3% -$19.2K 0.51% 32
2025
Q2
$752K Buy
12,787
+754
+6% +$44.2K 0.64% 24
2025
Q1
$705K Buy
12,033
+536
+5% +$31.3K 0.67% 21
2024
Q4
$669K Buy
+11,497
New +$671K 0.63% 21

Other funds holding VGSH

Principia Wealth Advisory's VGSH Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.7% in Q2 2026, selling an estimated $18.7K and leaving 11,722 shares worth $682K. The position accounts for 0.34% of the portfolio, ranked #42.

Principia Wealth Advisory first reported a position in VGSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $752K in Q2 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Principia Wealth Advisory held 11,722 shares of Vanguard Short-Term Treasury ETF worth $682K as of Q2 2026.
  • Principia Wealth Advisory sold 320 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $18.7K.
  • Vanguard Short-Term Treasury ETF made up 0.34% of Principia Wealth Advisory's portfolio in Q2 2026, its #42 holding.
  • Principia Wealth Advisory first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Vanguard Short-Term Treasury ETF position peaked at $752K in Q2 2025.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.