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Sowell Financial Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Sowell Financial Services’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 		$1.21M Buy
20,870
+12,163
+140% +$709K 0.04% 417
2026
Q1 		$510K Sell
8,707
-53
-0.6% -$3.11K 0.02% 630
2025
Q4 		$514K Buy
8,760
+393
+5% +$23.1K 0.02% 636
2025
Q3 		$492K Sell
8,367
-27,073
-76% -$1.59M 0.02% 635
2025
Q2 		$2.08M Buy
35,440
+3,570
+11% +$209K 0.08% 253
2025
Q1 		$1.87M Buy
31,870
+9,068
+40% +$529K 0.09% 252
2024
Q4 		$1.33M Buy
22,802
+11,858
+108% +$692K 0.07% 268
2024
Q3 		$646K Sell
10,944
-18,043
-62% -$1.06M 0.03% 414
2024
Q2 		$1.68M Sell
28,987
-24,547
-46% -$1.42M 0.08% 254
2024
Q1 		$3.11M Sell
53,534
-1,116
-2% -$64.9K 0.15% 160
2023
Q4 		$3.19M Sell
54,650
-29,076
-35% -$1.68M 0.17% 142
2023
Q3 		$4.82M Buy
83,726
+27,212
+48% +$1.57M 0.3% 86
2023
Q2 		$3.26M Buy
+56,514
New +$3.29M 0.18% 132
2023
Q1 		– Sell
-64,960
Closed -$3.76M – 843
2022
Q4 		$3.76M Buy
64,960
+44,944
+225% +$2.6M 0.24% 108
2022
Q3 		$1.16M Buy
+20,016
New +$1.17M 0.12% 221
2022
Q1 		– Sell
-20,765
Closed -$1.26M – 510
2021
Q4 		$1.26M Sell
20,765
-876
-4% -$53.6K 0.07% 290
2021
Q3 		$1.33M Buy
21,641
+5,433
+34% +$334K 0.09% 250
2021
Q2 		$996K Buy
16,208
+2,128
+15% +$131K 0.07% 303
2021
Q1 		$866K Buy
14,080
+2,681
+24% +$165K 0.03% 456
2020
Q4 		$702K Buy
11,399
+3,564
+45% +$221K 0.03% 424
2020
Q3 		$487K Buy
7,835
+3,298
+73% +$205K 0.02% 474
2020
Q2 		$282K Buy
4,537
+2,551
+128% +$159K 0.02% 618
2020
Q1 		$124K Buy
1,986
+915
+85% +$56.2K 0.01% 783
2019
Q4 		$65K Buy
1,071
+113
+12% +$6.88K 0.01% 1060
2019
Q3 		$58K Buy
+958
New +$58.3K ﹤0.01% 965
2018
Q4 		– Sell
-22,103
Closed -$1.74M – 537
2018
Q3 		$1.74M Buy
+22,103
New +$1.32M 0.25% 77

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

Sowell Financial Services's VGSH Position: Q2 2026 in Review

Sowell Financial Services increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 140% in Q2 2026, buying an estimated $709K and bringing the position to 20,870 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #417.

Sowell Financial Services first reported a position in VGSH in Q3 2018 and has held it in 26 quarters since. The position peaked at $4.82M in Q3 2023. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Sowell Financial Services held 20,870 shares of Vanguard Short-Term Treasury ETF worth $1.21M as of Q2 2026.
  • Sowell Financial Services bought 12,163 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $709K.
  • Vanguard Short-Term Treasury ETF made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #417 holding.
  • Sowell Financial Services first reported a position in Vanguard Short-Term Treasury ETF in Q3 2018 and has held it in 26 quarters since.
  • Sowell Financial Services's Vanguard Short-Term Treasury ETF position peaked at $4.82M in Q3 2023.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.