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

Sax 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	$1.13M	Buy	+19,283	New	+$1.12M	0.05%	213

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Sax Wealth Advisors opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 19,283 shares worth $1.13M. The stake represents 0.05% of the portfolio and ranks #213 among its holdings.

252 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Sax Wealth Advisors held 19,283 shares of Vanguard Short-Term Treasury ETF worth $1.13M as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new Sax Wealth Advisors position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #213 holding.
252 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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