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Rockbridge Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Rockbridge Investment 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 		$739K Buy
12,691
+739
+6% +$43.1K 0.06% 81
2026
Q1 		$700K Sell
11,952
-373
-3% -$21.9K 0.06% 80
2025
Q4 		$724K Sell
12,325
-2
-0% -$118 0.07% 77
2025
Q3 		$725K Sell
12,327
-3
-0% -$176 0.07% 77
2025
Q2 		$725K Sell
12,330
-1,305
-10% -$76.4K 0.08% 72
2025
Q1 		$800K Buy
13,635
+16
+0.1% +$934 0.09% 65
2024
Q4 		$792K Buy
13,619
+682
+5% +$39.8K 0.1% 65
2024
Q3 		$764K Sell
12,937
-267
-2% -$15.6K 0.1% 63
2024
Q2 		$766K Sell
13,204
-1,807
-12% -$104K 0.11% 60
2024
Q1 		$872K Buy
15,011
+224
+2% +$13K 0.13% 56
2023
Q4 		$863K Sell
14,787
-12
-0.1% -$694 0.13% 54
2023
Q3 		$852K Buy
14,799
+17
+0.1% +$980 0.15% 54
2023
Q2 		$853K Buy
14,782
+42
+0.3% +$2.44K 0.15% 54
2023
Q1 		$863K Sell
14,740
-41
-0.3% -$2.38K 0.16% 52
2022
Q4 		$855K Sell
14,781
-147
-1% -$8.49K 0.17% 52
2022
Q3 		$863K Buy
14,928
+486
+3% +$28.5K 0.2% 48
2022
Q2 		$850K Sell
14,442
-91
-0.6% -$5.37K 0.18% 47
2022
Q1 		$859K Buy
14,533
+814
+6% +$48.9K 0.13% 73
2021
Q4 		$835K Buy
13,719
+11,295
+466% +$691K 0.12% 79
2021
Q3 		$149K Sell
2,424
-1,010
-29% -$62.1K 0.02% 187
2021
Q2 		$211K Sell
3,434
-201
-6% -$12.4K 0.04% 141
2021
Q1 		$224K Sell
3,635
-6,199
-63% -$382K 0.04% 128
2020
Q4 		$606K Buy
9,834
+12
+0.1% +$744 0.12% 79
2020
Q3 		$610K Buy
9,822
+4
+0% +$249 0.14% 71
2020
Q2 		$611K Buy
+9,818
New +$611K 0.16% 69

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Rockbridge Investment Management's VGSH Position: Q2 2026 in Review

Rockbridge Investment Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 6.2% in Q2 2026, buying an estimated $43.1K and bringing the position to 12,691 shares worth $739K. The position accounts for 0.06% of the portfolio, ranked #81.

Rockbridge Investment Management first reported a position in VGSH in Q2 2020 and has held it in 25 quarters since. The position peaked at $872K in Q1 2024. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Rockbridge Investment Management held 12,691 shares of Vanguard Short-Term Treasury ETF worth $739K as of Q2 2026.
  • Rockbridge Investment Management bought 739 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $43.1K.
  • Vanguard Short-Term Treasury ETF made up 0.06% of Rockbridge Investment Management's portfolio in Q2 2026, its #81 holding.
  • Rockbridge Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 25 quarters since.
  • Rockbridge Investment Management's Vanguard Short-Term Treasury ETF position peaked at $872K in Q1 2024.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.