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

Schulz Wealth’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	$3.58M	Buy	+61,505	New	+$3.59M	1.85%	16
2025 Q4	$2.75M	Sell	46,843 -781	-2%	-$45.9K	1.76%	15
2025 Q3	$2.8M	Buy	47,624 +5,174	+12%	+$304K	1.85%	15
2025 Q2	$2.5M	Buy	42,450 +7,907	+23%	+$463K	1.87%	13
2025 Q1	$2.03M	Buy	+34,543	New	+$2.02M	1.55%	14

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

Schulz Wealth's VGSH Position: Q2 2026 in Review

Schulz Wealth opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 61,505 shares worth $3.58M. The stake represents 1.85% of the portfolio and ranks #16 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in VGSH as recently as Q4 2025.

Schulz Wealth first reported a position in VGSH in Q1 2025 and has held it in 5 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Schulz Wealth held 61,505 shares of Vanguard Short-Term Treasury ETF worth $3.58M as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new Schulz Wealth position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 1.85% of Schulz Wealth's portfolio in Q2 2026, its #16 holding.
Schulz Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.