Spectrum Financial Alliance’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Spectrum Financial Alliance’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	$14.6M	Buy	251,313 +143,027	+132%	+$8.34M	2.15%	15
2026 Q1	$6.34M	Buy	108,286 +6,322	+6%	+$371K	1.22%	15
2025 Q4	$5.99M	Buy	101,964 +6,645	+7%	+$391K	1.18%	12
2025 Q3	$5.61M	Buy	95,319 +60,020	+170%	+$3.52M	1.38%	12
2025 Q2	$2.07M	Buy	35,299 +4,586	+15%	+$269K	0.56%	12
2025 Q1	$1.8M	Buy	30,713 +1,014	+3%	+$59.2K	0.59%	13
2024 Q4	$1.73M	Sell	29,699 -67,007	-69%	-$3.91M	0.6%	12
2024 Q3	$5.71M	Sell	96,706 -13,194	-12%	-$773K	2.04%	11
2024 Q2	$6.37M	Buy	109,900 +3,822	+4%	+$221K	2.28%	12
2024 Q1	$6.16M	Buy	106,078 +36,617	+53%	+$2.13M	2.4%	11
2023 Q4	$4.05M	Buy	69,461 +2,411	+4%	+$139K	1.67%	11
2023 Q3	$3.86M	Buy	+67,050	New	+$3.86M	1.94%	11

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

Spectrum Financial Alliance's VGSH Position: Q2 2026 in Review

Spectrum Financial Alliance increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 132% in Q2 2026, buying an estimated $8.34M and bringing the position to 251,313 shares worth $14.6M. The position accounts for 2.15% of the portfolio, ranked #15.

Spectrum Financial Alliance first reported a position in VGSH in Q3 2023 and has held it in 12 quarters since. 1,092 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Spectrum Financial Alliance held 251,313 shares of Vanguard Short-Term Treasury ETF worth $14.6M as of Q2 2026.
Spectrum Financial Alliance bought 143,027 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $8.34M.
Vanguard Short-Term Treasury ETF made up 2.15% of Spectrum Financial Alliance's portfolio in Q2 2026, its #15 holding.
Spectrum Financial Alliance first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
1,092 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Spectrum Financial Alliance's 13F filing for Q2 2026, filed 22 Jul 2026.