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

Safir Wealth 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	$5.73M	Sell	98,526 -8,805	-8%	-$513K	3.73%	8
2026 Q1	$6.28M	Sell	107,331 -135	-0.1%	-$7.92K	4.54%	7
2025 Q4	$6.31M	Sell	107,466 -3,125	-3%	-$184K	4.43%	7
2025 Q3	$6.51M	Sell	110,591 -12,427	-10%	-$729K	4.6%	7
2025 Q2	$7.23M	Sell	123,018 -4,480	-4%	-$262K	5.31%	7
2025 Q1	$7.48M	Buy	127,498 +4,485	+4%	+$262K	5.94%	7
2024 Q4	$7.16M	Sell	123,013 -23,450	-16%	-$1.37M	5.52%	6
2024 Q3	$8.64M	Sell	146,463 -405	-0.3%	-$23.7K	6.65%	6
2024 Q2	$8.52M	Sell	146,868 -2,443	-2%	-$141K	6.98%	6
2024 Q1	$8.67M	Sell	149,311 -5,401	-3%	-$314K	7.12%	6
2023 Q4	$9.02M	Sell	154,712 -6,749	-4%	-$390K	8.12%	4
2023 Q3	$9.3M	Buy	161,461 +2,265	+1%	+$131K	9%	4
2023 Q2	$9.19M	Buy	159,196 +841	+0.5%	+$49K	8.5%	4
2023 Q1	$9.27M	Sell	158,355 -18,215	-10%	-$1.06M	9.15%	4
2022 Q4	$10.2M	Sell	176,570 -16,819	-9%	-$972K	10.41%	3
2022 Q3	$11.2M	Sell	193,389 -9,690	-5%	-$567K	11.63%	3
2022 Q2	$12M	Sell	203,079 -60,265	-23%	-$3.55M	11.7%	3
2022 Q1	$15.6M	Sell	263,344 -62,516	-19%	-$3.76M	13.03%	2
2021 Q4	$19.8M	Buy	325,860 +41,271	+15%	+$2.52M	15.42%	2
2021 Q3	$17.5M	Buy	284,589 +4,905	+2%	+$302K	14.62%	2
2021 Q2	$17.2M	Sell	279,684 -2,900	-1%	-$178K	14.58%	2
2021 Q1	$17.4M	Buy	282,584 +16,735	+6%	+$1.03M	15.94%	2
2020 Q4	$16.4M	Buy	+265,849	New	+$16.5M	15.21%	2

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

Safir Wealth Advisors's VGSH Position: Q2 2026 in Review

Safir Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 8.2% in Q2 2026, selling an estimated $513K and leaving 98,526 shares worth $5.73M. The position accounts for 3.73% of the portfolio, ranked #8.

Safir Wealth Advisors first reported a position in VGSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.8M in Q4 2021. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Safir Wealth Advisors held 98,526 shares of Vanguard Short-Term Treasury ETF worth $5.73M as of Q2 2026.
Safir Wealth Advisors sold 8,805 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $513K.
Vanguard Short-Term Treasury ETF made up 3.73% of Safir Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Safir Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 23 quarters since.
Safir Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $19.8M in Q4 2021.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.