SMA
VGSH icon

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

Sage Mountain 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 		$9.51M Buy
163,403
+6,080
+4% +$354K 0.58% 25
2026
Q1 		$9.21M Buy
157,323
+38,005
+32% +$2.23M 0.64% 22
2025
Q4 		$7.01M Sell
119,318
-15,130
-11% -$889K 0.37% 41
2025
Q3 		$7.91M Sell
134,448
-23,465
-15% -$1.38M 0.45% 35
2025
Q2 		$9.28M Sell
157,913
-22,923
-13% -$1.34M 0.6% 28
2025
Q1 		$10.6M Buy
180,836
+85,055
+89% +$4.96M 0.78% 20
2024
Q4 		$5.57M Buy
95,781
+46,230
+93% +$2.7M 0.41% 35
2024
Q3 		$2.92M Sell
49,551
-747
-1% -$43.8K 0.25% 53
2024
Q2 		$2.92M Buy
50,298
+1,021
+2% +$59K 0.27% 50
2024
Q1 		$2.86M Sell
49,277
-13,609
-22% -$791K 0.3% 50
2023
Q4 		$3.67M Sell
62,886
-2,001
-3% -$116K 0.43% 35
2023
Q3 		$3.74M Sell
64,887
-47,857
-42% -$2.76M 0.51% 33
2023
Q2 		$6.51M Sell
112,744
-11,683
-9% -$680K 0.93% 18
2023
Q1 		$7.28M Sell
124,427
-6,320
-5% -$367K 1.17% 16
2022
Q4 		$7.56M Sell
130,747
-8,665
-6% -$501K 1.72% 12
2022
Q3 		$8.06M Sell
139,412
-7,088
-5% -$415K 2.14% 9
2022
Q2 		$8.62M Sell
146,500
-93,347
-39% -$5.51M 1.53% 9
2022
Q1 		$14.2M Buy
239,847
+93,347
+64% +$5.61M 2.22% 8
2021
Q4 		$8.91M Hold
146,500
– – 1.07% 12
2021
Q3 		$9M Hold
146,500
– – 1.3% 10
2021
Q2 		$9M Hold
146,500
– – 1.49% 8
2021
Q1 		$9.01M Buy
+146,500
New +$9.02M 1.91% 8

Other funds holding VGSH

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Sage Mountain Advisors's VGSH Position: Q2 2026 in Review

Sage Mountain Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.9% in Q2 2026, buying an estimated $354K and bringing the position to 163,403 shares worth $9.51M. The position accounts for 0.58% of the portfolio, ranked #25.

Sage Mountain Advisors first reported a position in VGSH in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.2M in Q1 2022. 771 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Sage Mountain Advisors held 163,403 shares of Vanguard Short-Term Treasury ETF worth $9.51M as of Q2 2026.
  • Sage Mountain Advisors bought 6,080 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $354K.
  • Vanguard Short-Term Treasury ETF made up 0.58% of Sage Mountain Advisors's portfolio in Q2 2026, its #25 holding.
  • Sage Mountain Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Vanguard Short-Term Treasury ETF position peaked at $14.2M in Q1 2022.
  • 771 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.