Robertson Stephens Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Robertson Stephens Wealth Management’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	$4.77M	Sell	81,967 -3,453	-4%	-$201K	0.12%	130
2026 Q1	$5M	Sell	85,420 -9,216	-10%	-$541K	0.14%	125
2025 Q4	$5.56M	Buy	94,636 +14,653	+18%	+$861K	0.14%	114
2025 Q3	$4.71M	Sell	79,983 -6,747	-8%	-$396K	0.14%	107
2025 Q2	$5.1M	Sell	86,730 -37,429	-30%	-$2.19M	0.16%	103
2025 Q1	$7.29M	Buy	124,159 +16,311	+15%	+$952K	0.25%	77
2024 Q4	$6.27M	Buy	107,848 +22,276	+26%	+$1.3M	0.22%	89
2024 Q3	$5.05M	Sell	85,572 -19,171	-18%	-$1.12M	0.18%	110
2024 Q2	$6.07M	Buy	104,743 +79,569	+316%	+$4.6M	0.31%	58
2024 Q1	$1.46M	Sell	25,174 -7,575	-23%	-$440K	0.08%	185
2023 Q4	$1.91M	Sell	32,749 -67,685	-67%	-$3.91M	0.12%	144
2023 Q3	$5.78M	Buy	100,434 +68,969	+219%	+$3.97M	0.39%	54
2023 Q2	$1.82M	Buy	31,465 +24,970	+384%	+$1.45M	0.13%	139
2023 Q1	$380K	Sell	6,495 -13,768	-68%	-$799K	0.03%	332
2022 Q4	$1.17M	Buy	+20,263	New	+$1.17M	0.11%	161
2020 Q3	–	Sell	-4,491	Closed	-$279K	–	249
2020 Q2	$279K	Buy	4,491 +482	+12%	+$30K	0.08%	148
2020 Q1	$250K	Buy	+4,009	New	+$246K	0.09%	154

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

Robertson Stephens Wealth Management's VGSH Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 4% in Q2 2026, selling an estimated $201K and leaving 81,967 shares worth $4.77M. The position accounts for 0.12% of the portfolio, ranked #130.

Robertson Stephens Wealth Management first reported a position in VGSH in Q1 2020 and has held it in 17 quarters since. The position peaked at $7.29M in Q1 2025. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Robertson Stephens Wealth Management held 81,967 shares of Vanguard Short-Term Treasury ETF worth $4.77M as of Q2 2026.
Robertson Stephens Wealth Management sold 3,453 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $201K.
Vanguard Short-Term Treasury ETF made up 0.12% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #130 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 17 quarters since.
Robertson Stephens Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $7.29M in Q1 2025.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.