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

Simplicity Wealth’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	$6.12M	Buy	105,195 +42,170	+67%	+$2.46M	0.21%	112
2026 Q1	$3.69M	Sell	63,025 -27,398	-30%	-$1.61M	0.21%	108
2025 Q4	$5.31M	Buy	90,423 +6,338	+8%	+$373K	0.32%	66
2025 Q3	$4.95M	Sell	84,085 -55,429	-40%	-$3.25M	0.29%	79
2025 Q2	$8.2M	Buy	139,514 +72,045	+107%	+$4.22M	0.34%	69
2025 Q1	$3.96M	Buy	67,469 +49,440	+274%	+$2.89M	0.31%	73
2024 Q4	$1.05M	Sell	18,029 -67,799	-79%	-$3.96M	0.22%	90
2024 Q3	$5.07M	Sell	85,828 -223,599	-72%	-$13.1M	0.47%	49
2024 Q2	$17.9M	Sell	309,427 -7,197	-2%	-$416K	0.41%	39
2024 Q1	$18.4M	Buy	316,624 +244,506	+339%	+$14.2M	0.44%	36
2023 Q4	$4.21M	Sell	72,118 -2,715	-4%	-$157K	1.63%	15
2023 Q3	$4.31M	Buy	74,833 +398	+0.5%	+$22.9K	2.52%	13
2023 Q2	$4.3M	Buy	74,435 +12,948	+21%	+$754K	2.67%	13
2023 Q1	$3.6M	Buy	61,487 +14,635	+31%	+$850K	2.39%	13
2022 Q4	$2.71M	Buy	46,852 +20,487	+78%	+$1.18M	2.39%	13
2022 Q3	$1.52M	Buy	+26,365	New	+$1.54M	2.05%	16

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

Simplicity Wealth's VGSH Position: Q2 2026 in Review

Simplicity Wealth increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 67% in Q2 2026, buying an estimated $2.46M and bringing the position to 105,195 shares worth $6.12M. The position accounts for 0.21% of the portfolio, ranked #112.

Simplicity Wealth first reported a position in VGSH in Q3 2022 and has held it in 16 quarters since. The position peaked at $18.4M in Q1 2024. 1,092 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Simplicity Wealth held 105,195 shares of Vanguard Short-Term Treasury ETF worth $6.12M as of Q2 2026.
Simplicity Wealth bought 42,170 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.46M.
Vanguard Short-Term Treasury ETF made up 0.21% of Simplicity Wealth's portfolio in Q2 2026, its #112 holding.
Simplicity Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
Simplicity Wealth's Vanguard Short-Term Treasury ETF position peaked at $18.4M in Q1 2024.
1,092 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.