Sage Financial Management Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Sage Financial Management Group’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	$342K	Hold	5,879	–	–	0.09%	48
2026 Q1	$344K	Hold	5,879	–	–	0.11%	45
2025 Q4	$345K	Hold	5,879	–	–	0.11%	45
2025 Q3	$346K	Hold	5,879	–	–	0.11%	44
2025 Q2	$346K	Sell	5,879 -466	-7%	-$27.3K	0.12%	43
2025 Q1	$372K	Sell	6,345 -171	-3%	-$9.98K	0.14%	39
2024 Q4	$379K	Buy	6,516 +2,436	+60%	+$142K	0.14%	38
2024 Q3	$241K	Hold	4,080	–	–	0.09%	48
2024 Q2	$237K	Sell	4,080 -1,213	-23%	-$70.1K	0.72%	12
2024 Q1	$307K	Sell	5,293 -19,818	-79%	-$1.15M	0.15%	41
2023 Q4	$1.47M	Sell	25,111 -7,903	-24%	-$457K	0.79%	22
2023 Q3	$1.9M	Sell	33,014 -1,984	-6%	-$114K	1.14%	21
2023 Q2	$2.02M	Buy	34,998 +3,190	+10%	+$186K	12.13%	3
2023 Q1	$1.86M	Sell	31,808 -6,767	-18%	-$393K	1.5%	16
2022 Q4	$2.23M	Buy	+38,575	New	+$2.23M	1.56%	16
2021 Q4	–	Sell	-6,014	Closed	-$369K	–	31
2021 Q3	$369K	Buy	+6,014	New	+$370K	9.25%	3
2021 Q2	–	Sell	-172,296	Closed	-$10.6M	–	110
2021 Q1	$10.6M	Sell	172,296 -31,814	-16%	-$1.96M	8.16%	4
2020 Q4	$12.6M	Buy	+204,110	New	+$12.6M	9.86%	4

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

Sage Financial Management Group's VGSH Position: Q2 2026 in Review

Sage Financial Management Group held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 5,879 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #48.

Sage Financial Management Group first reported a position in VGSH in Q4 2020 and has held it in 18 quarters since. The position peaked at $12.6M in Q4 2020. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Sage Financial Management Group held 5,879 shares of Vanguard Short-Term Treasury ETF worth $342K as of Q2 2026.
Sage Financial Management Group left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.09% of Sage Financial Management Group's portfolio in Q2 2026, its #48 holding.
Sage Financial Management Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 18 quarters since.
Sage Financial Management Group's Vanguard Short-Term Treasury ETF position peaked at $12.6M in Q4 2020.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.