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Shufro Rose & Co’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Shufro Rose & Co’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 		$9.95M Buy
171,037
+25,880
+18% +$1.51M 0.57% 38
2026
Q1 		$8.5M Buy
145,157
+7,507
+5% +$441K 0.58% 38
2025
Q4 		$8.08M Buy
137,650
+53,933
+64% +$3.17M 0.55% 39
2025
Q3 		$4.91M Sell
83,717
-484
-0.6% -$28.4K 0.4% 48
2025
Q2 		$4.94M Sell
84,201
-3,838
-4% -$225K 0.4% 49
2025
Q1 		$5.17M Buy
88,039
+7,251
+9% +$423K 0.41% 48
2024
Q4 		$4.7M Buy
80,788
+39,335
+95% +$2.3M 0.36% 50
2024
Q3 		$2.4M Hold
41,453
– – 0.2% 69
2024
Q2 		$2.4M Buy
41,453
+2,962
+8% +$171K 0.2% 69
2024
Q1 		$2.24M Buy
38,491
+8,485
+28% +$493K 0.18% 70
2023
Q4 		$1.73M Sell
30,006
-1,245
-4% -$72K 0.16% 78
2023
Q3 		$1.8M Buy
31,251
+562
+2% +$32.4K 0.17% 76
2023
Q2 		$1.77M Buy
30,689
+3,373
+12% +$196K 0.16% 75
2023
Q1 		$1.6M Buy
27,316
+22,180
+432% +$1.29M 0.15% 85
2022
Q4 		$297K Buy
+5,136
New +$297K 0.03% 237

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Shufro Rose & Co's VGSH Position: Q2 2026 in Review

Shufro Rose & Co increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 18% in Q2 2026, buying an estimated $1.51M and bringing the position to 171,037 shares worth $9.95M. The position accounts for 0.57% of the portfolio, ranked #38.

Shufro Rose & Co first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Shufro Rose & Co held 171,037 shares of Vanguard Short-Term Treasury ETF worth $9.95M as of Q2 2026.
  • Shufro Rose & Co bought 25,880 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.51M.
  • Vanguard Short-Term Treasury ETF made up 0.57% of Shufro Rose & Co's portfolio in Q2 2026, its #38 holding.
  • Shufro Rose & Co first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.