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

Rockingstone 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	$6.38M	Buy	109,550 +6,870	+7%	+$400K	2.56%	7
2026 Q1	$6.01M	Buy	102,680 +1,420	+1%	+$83.4K	2.76%	2
2025 Q4	$5.95M	Sell	101,260 -7,395	-7%	-$435K	2.71%	4
2025 Q3	$6.39M	Sell	108,655 -265	-0.2%	-$15.5K	3.16%	4
2025 Q2	$6.4M	Sell	108,920 -73,470	-40%	-$4.3M	3.37%	3
2025 Q1	$10.7M	Sell	182,390 -45,035	-20%	-$2.63M	4.82%	2
2024 Q4	$13.2M	Buy	227,425 +182,430	+405%	+$10.6M	5.84%	2
2024 Q3	$2.66M	Buy	44,995 +5,800	+15%	+$340K	1.3%	28
2024 Q2	$2.27M	Sell	39,195 -5,398	-12%	-$312K	1.17%	32
2024 Q1	$2.59M	Sell	44,593 -797	-2%	-$46.3K	1.34%	27
2023 Q4	$2.65M	Sell	45,390 -63,495	-58%	-$3.67M	1.48%	23
2023 Q3	$6.27M	Buy	108,885 +12,375	+13%	+$713K	3.47%	2
2023 Q2	$5.57M	Buy	96,510 +43,280	+81%	+$2.52M	3.14%	2
2023 Q1	$3.12M	Buy	+53,230	New	+$3.09M	1.9%	11

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

Rockingstone Advisors's VGSH Position: Q2 2026 in Review

Rockingstone Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 6.7% in Q2 2026, buying an estimated $400K and bringing the position to 109,550 shares worth $6.38M. The position accounts for 2.56% of the portfolio, ranked #7.

Rockingstone Advisors first reported a position in VGSH in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.2M in Q4 2024. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Rockingstone Advisors held 109,550 shares of Vanguard Short-Term Treasury ETF worth $6.38M as of Q2 2026.
Rockingstone Advisors bought 6,870 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $400K.
Vanguard Short-Term Treasury ETF made up 2.56% of Rockingstone Advisors's portfolio in Q2 2026, its #7 holding.
Rockingstone Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Rockingstone Advisors's Vanguard Short-Term Treasury ETF position peaked at $13.2M in Q4 2024.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.