SageView Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

SageView Advisory 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	$222K	Buy	+3,807	New	+$222K	0.01%	585
2026 Q1	–	Sell	-930	Closed	-$54.6K	–	2358
2025 Q4	$54.6K	Buy	+930	New	+$54.7K	﹤0.01%	1038
2024 Q2	–	Sell	-3,039	Closed	-$176K	–	152
2024 Q1	$355K	Buy	+3,039	New	+$177K	0.02%	382
2023 Q4	–	Hold	0	–	–	–	190
2023 Q2	–	Sell	-4,061	Closed	-$238K	–	553
2023 Q1	$238K	Buy	+4,061	New	+$236K	0.02%	426

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

SageView Advisory Group's VGSH Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 3,807 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in VGSH as recently as Q4 2025.

SageView Advisory Group first reported a position in VGSH in Q1 2023 and has held it in 4 quarters since. The position peaked at $355K in Q1 2024. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

SageView Advisory Group held 3,807 shares of Vanguard Short-Term Treasury ETF worth $222K as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new SageView Advisory Group position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #585 holding.
SageView Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 4 quarters since.
SageView Advisory Group's Vanguard Short-Term Treasury ETF position peaked at $355K in Q1 2024.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.