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 Q3	$339K	Buy	5,896 +1,982	+51%	+$115K	0.01%	342
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

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Simon Quick Advisors's VGSH Position: Q3 2026 in Review

Simon Quick Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 51% in Q3 2026, buying an estimated $115K and bringing the position to 5,896 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #342.

Simon Quick Advisors first reported a position in VGSH in Q2 2020 and has held it in 10 quarters since. The position peaked at $2.37M in Q4 2022. 444 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Simon Quick Advisors held 5,896 shares of Vanguard Short-Term Treasury ETF worth $339K as of Q3 2026.
Simon Quick Advisors bought 1,982 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $115K.
Vanguard Short-Term Treasury ETF made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #342 holding.
Simon Quick Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 10 quarters since.
Simon Quick Advisors's Vanguard Short-Term Treasury ETF position peaked at $2.37M in Q4 2022.
444 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.