Roundview Capital’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Roundview Capital’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	$12.6M	Buy	215,664 +29,420	+16%	+$1.71M	0.69%	34
2026 Q1	$10.9M	Buy	186,244 +5,674	+3%	+$333K	0.68%	36
2025 Q4	$10.6M	Buy	180,570 +18,166	+11%	+$1.07M	0.65%	32
2025 Q3	$9.56M	Buy	162,404 +1,173	+0.7%	+$68.8K	0.6%	36
2025 Q2	$9.48M	Buy	161,231 +4,680	+3%	+$274K	0.63%	33
2025 Q1	$9.19M	Buy	156,551 +14,586	+10%	+$851K	0.66%	32
2024 Q4	$8.26M	Buy	141,965 +16,711	+13%	+$975K	0.58%	38
2024 Q3	$7.39M	Buy	125,254 +4,781	+4%	+$280K	0.54%	39
2024 Q2	$6.99M	Buy	120,473 +17,001	+16%	+$982K	0.55%	39
2024 Q1	$6.01M	Buy	103,472 +6,205	+6%	+$361K	0.49%	49
2023 Q4	$5.67M	Buy	97,267 +13,462	+16%	+$778K	0.52%	46
2023 Q3	$4.83M	Sell	83,805 -6,702	-7%	-$386K	0.49%	49
2023 Q2	$5.22M	Buy	90,507 +300	+0.3%	+$17.5K	0.51%	48
2023 Q1	$5.28M	Sell	90,207 -25,031	-22%	-$1.45M	0.55%	45
2022 Q4	$6.66M	Buy	115,238 +45,800	+66%	+$2.65M	0.76%	32
2022 Q3	$4.01M	Sell	69,438 -3,913	-5%	-$229K	0.51%	52
2022 Q2	$4.32M	Buy	73,351 +7,066	+11%	+$417K	0.52%	49
2022 Q1	$3.93M	Buy	66,285 +4,991	+8%	+$300K	0.4%	64
2021 Q4	$3.73M	Buy	61,294 +4,859	+9%	+$297K	0.37%	71
2021 Q3	$3.47M	Sell	56,435 -12	-0%	-$738	0.38%	70
2021 Q2	$3.47M	Buy	56,447 +9,287	+20%	+$571K	0.39%	74
2021 Q1	$2.9M	Buy	47,160 +7,085	+18%	+$436K	0.37%	75
2020 Q4	$2.47M	Buy	40,075 +2,719	+7%	+$169K	0.34%	78
2020 Q3	$2.32M	Buy	37,356 +3,940	+12%	+$245K	0.36%	70
2020 Q2	$2.08M	Buy	33,416 +20,092	+151%	+$1.25M	0.35%	74
2020 Q1	$831K	Buy	+13,324	New	+$818K	0.18%	142

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

Roundview Capital's VGSH Position: Q2 2026 in Review

Roundview Capital increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 16% in Q2 2026, buying an estimated $1.71M and bringing the position to 215,664 shares worth $12.6M. The position accounts for 0.69% of the portfolio, ranked #34.

Roundview Capital first reported a position in VGSH in Q1 2020 and has held it in 26 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Roundview Capital held 215,664 shares of Vanguard Short-Term Treasury ETF worth $12.6M as of Q2 2026.
Roundview Capital bought 29,420 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.71M.
Vanguard Short-Term Treasury ETF made up 0.69% of Roundview Capital's portfolio in Q2 2026, its #34 holding.
Roundview Capital first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 26 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.