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

SMART 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	$4.18M	Buy	71,824 +35,539	+98%	+$2.07M	0.9%	31
2026 Q1	$2.12M	Sell	36,285 -12,282	-25%	-$721K	0.62%	54
2025 Q4	$2.85M	Buy	48,567 +3,494	+8%	+$205K	0.87%	39
2025 Q3	$2.65M	Sell	45,073 -101,514	-69%	-$5.96M	1%	37
2025 Q2	$8.62M	Buy	146,587 +20,681	+16%	+$1.21M	2.7%	2
2025 Q1	$7.39M	Sell	125,906 -57,885	-31%	-$3.38M	2.65%	6
2024 Q4	$10.7M	Sell	183,791 -89,986	-33%	-$5.25M	3.81%	3
2024 Q3	$16.2M	Buy	273,777 +210,573	+333%	+$12.3M	6.33%	2
2024 Q2	$3.67M	Sell	63,204 -8,594	-12%	-$497K	1.48%	20
2024 Q1	$4.17M	Buy	+71,798	New	+$4.18M	1.88%	20

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

SMART Wealth's VGSH Position: Q2 2026 in Review

SMART Wealth increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 98% in Q2 2026, buying an estimated $2.07M and bringing the position to 71,824 shares worth $4.18M. The position accounts for 0.9% of the portfolio, ranked #31.

SMART Wealth first reported a position in VGSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.2M in Q3 2024. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

SMART Wealth held 71,824 shares of Vanguard Short-Term Treasury ETF worth $4.18M as of Q2 2026.
SMART Wealth bought 35,539 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.07M.
Vanguard Short-Term Treasury ETF made up 0.9% of SMART Wealth's portfolio in Q2 2026, its #31 holding.
SMART Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
SMART Wealth's Vanguard Short-Term Treasury ETF position peaked at $16.2M in Q3 2024.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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