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

SFMG 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	–	Sell	-5,987	Closed	-$350K	–	364
2026 Q1	$350K	Hold	5,987	–	–	0.02%	227
2025 Q4	$352K	Hold	5,987	–	–	0.02%	225
2025 Q3	$352K	Hold	5,987	–	–	0.02%	214
2025 Q2	$352K	Hold	5,987	–	–	0.03%	191
2025 Q1	$351K	Hold	5,987	–	–	0.03%	179
2024 Q4	$348K	Sell	5,987 -430	-7%	-$25.1K	0.03%	182
2024 Q3	$379K	Sell	6,417 -755	-11%	-$44.2K	0.03%	176
2024 Q2	$416K	Hold	7,172	–	–	0.04%	161
2024 Q1	$416K	Sell	7,172 -687	-9%	-$40K	0.04%	162
2023 Q4	$458K	Hold	7,859	–	–	0.04%	147
2023 Q3	$453K	Hold	7,859	–	–	0.05%	136
2023 Q2	$454K	Sell	7,859 -160	-2%	-$9.32K	0.05%	137
2023 Q1	$469K	Sell	8,019 -1,644	-17%	-$95.5K	0.05%	134
2022 Q4	$559K	Buy	9,663 +83	+0.9%	+$4.79K	0.06%	125
2022 Q3	$553K	Hold	9,580	–	–	0.06%	117
2022 Q2	$564K	Hold	9,580	–	–	0.07%	119
2022 Q1	$568K	Sell	9,580 -579	-6%	-$34.8K	0.06%	130
2021 Q4	$618K	Hold	10,159	–	–	0.06%	133
2021 Q3	$624K	Sell	10,159 -2,429	-19%	-$149K	0.07%	118
2021 Q2	$773K	Sell	12,588 -64	-0.5%	-$3.94K	0.09%	106
2021 Q1	$778K	Sell	12,652 -8,294	-40%	-$511K	0.09%	105
2020 Q4	$1.29M	Sell	20,946 -15,881	-43%	-$984K	0.16%	66
2020 Q3	$2.29M	Sell	36,827 -30,042	-45%	-$1.87M	0.32%	39
2020 Q2	$4.16M	Sell	66,869 -232,375	-78%	-$14.5M	0.59%	23
2020 Q1	$18.7M	Buy	+299,244	New	+$18.4M	2.8%	9

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

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

SFMG Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026, closing a stake of 5,987 shares — an estimated $350K sold.

SFMG Wealth Advisors first reported a position in VGSH in Q1 2020 and held it in 25 quarters. The position peaked at $18.7M in Q1 2020. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

SFMG Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
SFMG Wealth Advisors sold 5,987 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $350K.
SFMG Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 25 quarters.
SFMG Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $18.7M in Q1 2020.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.