Simon Quick Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Simon Quick 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	$228K	Buy	+3,914	New	+$228K	0.01%	386
2024 Q2	–	Sell	-3,615	Closed	-$210K	–	445
2024 Q1	$210K	Sell	3,615 -4,857	-57%	-$282K	0.02%	380
2023 Q4	$494K	Buy	8,472 +162	+2%	+$9.36K	0.04%	181
2023 Q3	$479K	Sell	8,310 -3,449	-29%	-$199K	0.05%	170
2023 Q2	$679K	Sell	11,759 -10,264	-47%	-$598K	0.06%	138
2023 Q1	$1.29M	Sell	22,023 -19,029	-46%	-$1.1M	0.14%	82
2022 Q4	$2.37M	Buy	41,052 +1,456	+4%	+$84.1K	0.28%	56
2022 Q3	$2.29M	Buy	+39,596	New	+$2.32M	0.32%	51
2020 Q3	–	Sell	-4,277	Closed	-$266K	–	507
2020 Q2	$266K	Buy	+4,277	New	+$266K	0.1%	65

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

Simon Quick Advisors's VGSH Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 3,914 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #386 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in VGSH as recently as Q1 2024.

Simon Quick Advisors first reported a position in VGSH in Q2 2020 and has held it in 9 quarters since. The position peaked at $2.37M in Q4 2022. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Simon Quick Advisors held 3,914 shares of Vanguard Short-Term Treasury ETF worth $228K as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new Simon Quick Advisors position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #386 holding.
Simon Quick Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 9 quarters since.
Simon Quick Advisors's Vanguard Short-Term Treasury ETF position peaked at $2.37M in Q4 2022.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.