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Sellwood Investment Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Sellwood Investment Partners’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 		$725K Buy
12,465
+30
+0.2% +$1.75K 0.26% 30
2026
Q1 		$728K Sell
12,435
-606
-5% -$35.6K 0.29% 29
2025
Q4 		$766K Sell
13,041
-31,109
-70% -$1.83M 0.3% 28
2025
Q3 		$2.6M Buy
+44,150
New +$2.59M 1.03% 18

Other funds holding VGSH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

Sellwood Investment Partners's VGSH Position: Q2 2026 in Review

Sellwood Investment Partners increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.24% in Q2 2026, buying an estimated $1.75K and bringing the position to 12,465 shares worth $725K. The position accounts for 0.26% of the portfolio, ranked #30.

Sellwood Investment Partners first reported a position in VGSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.6M in Q3 2025. 563 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Sellwood Investment Partners held 12,465 shares of Vanguard Short-Term Treasury ETF worth $725K as of Q2 2026.
  • Sellwood Investment Partners bought 30 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.75K.
  • Vanguard Short-Term Treasury ETF made up 0.26% of Sellwood Investment Partners's portfolio in Q2 2026, its #30 holding.
  • Sellwood Investment Partners first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Sellwood Investment Partners's Vanguard Short-Term Treasury ETF position peaked at $2.6M in Q3 2025.
  • 563 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.