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

Ruedi 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	$496K	Sell	8,518 -565	-6%	-$32.9K	0.12%	41
2026 Q1	$532K	Sell	9,083 -2,413	-21%	-$142K	0.14%	39
2025 Q4	$675K	Sell	11,496 -560	-5%	-$32.9K	0.18%	37
2025 Q3	$710K	Sell	12,056 -232	-2%	-$13.6K	0.2%	34
2025 Q2	$722K	Sell	12,288 -146	-1%	-$8.55K	0.21%	36
2025 Q1	$730K	Sell	12,434 -499	-4%	-$29.1K	0.23%	30
2024 Q4	$752K	Sell	12,933 -478	-4%	-$27.9K	0.24%	28
2024 Q3	$792K	Sell	13,411 -379	-3%	-$22.2K	0.27%	28
2024 Q2	$800K	Sell	13,790 -284	-2%	-$16.4K	0.31%	28
2024 Q1	$817K	Sell	14,074 -8,404	-37%	-$489K	0.34%	27
2023 Q4	$1.31M	Buy	22,478 +2,318	+11%	+$134K	0.62%	19
2023 Q3	$1.16M	Buy	20,160 +950	+5%	+$54.8K	0.67%	18
2023 Q2	$1.11M	Buy	19,210 +10,609	+123%	+$618K	0.65%	18
2023 Q1	$504K	Buy	8,601 +24	+0.3%	+$1.39K	0.32%	24
2022 Q4	$496K	Buy	+8,577	New	+$495K	0.35%	22

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

Ruedi Wealth Management's VGSH Position: Q2 2026 in Review

Ruedi Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 6.2% in Q2 2026, selling an estimated $32.9K and leaving 8,518 shares worth $496K. The position accounts for 0.12% of the portfolio, ranked #41.

Ruedi Wealth Management first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q4 2023. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Ruedi Wealth Management held 8,518 shares of Vanguard Short-Term Treasury ETF worth $496K as of Q2 2026.
Ruedi Wealth Management sold 565 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $32.9K.
Vanguard Short-Term Treasury ETF made up 0.12% of Ruedi Wealth Management's portfolio in Q2 2026, its #41 holding.
Ruedi Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Ruedi Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $1.31M in Q4 2023.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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