SWM
VGSH icon

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

Spire Wealth Management’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 		$151K Sell
2,600
-1,957
-43% -$114K ﹤0.01% 867
2026
Q1 		$267K Sell
4,557
-51
-1% -$2.99K 0.01% 700
2025
Q4 		$271K Buy
4,608
+859
+23% +$50.5K 0.01% 712
2025
Q3 		$221K Sell
3,749
-285,030
-99% -$16.7M 0.01% 755
2025
Q2 		$17M Sell
288,779
-392,252
-58% -$23M 0.61% 36
2025
Q1 		$40M Sell
681,031
-989
-0.1% -$57.7K 1.28% 12
2024
Q4 		$39.7M Buy
682,020
+21,274
+3% +$1.24M 1.23% 11
2024
Q3 		$39M Buy
660,746
+359,716
+119% +$21.1M 1.31% 10
2024
Q2 		$17.5M Sell
301,030
-41,586
-12% -$2.4M 0.62% 36
2024
Q1 		$19.9M Sell
342,616
-110,037
-24% -$6.4M 0.36% 61
2023
Q4 		$26.4M Sell
452,653
-25,414
-5% -$1.47M 0.87% 19
2023
Q3 		$27.5M Sell
478,067
-351,718
-42% -$20.3M 1.05% 16
2023
Q2 		$47.9M Sell
829,785
-337,540
-29% -$19.7M 1.77% 7
2023
Q1 		$68.3M Buy
1,167,325
+189,822
+19% +$11M 2.66% 4
2022
Q4 		$56.5M Buy
977,503
+75,411
+8% +$4.36M 3.18% 3
2022
Q3 		$52.1M Buy
902,092
+624,347
+225% +$36.6M 3.17% 4
2022
Q2 		$16.3M Sell
277,745
-46,541
-14% -$2.75M 0.67% 27
2022
Q1 		$19.3M Buy
324,286
+305,688
+1,644% +$18.4M 0.52% 39
2021
Q4 		$1.13M Sell
18,598
-268,224
-94% -$16.4M 0.03% 442
2021
Q3 		$17.6M Buy
286,822
+11,958
+4% +$735K 0.47% 50
2021
Q2 		$17M Buy
274,864
+11,224
+4% +$690K 0.46% 51
2021
Q1 		$16.2M Buy
+263,640
New +$16.2M 0.43% 55

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

Spire Wealth Management's VGSH Position: Q2 2026 in Review

Spire Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 43% in Q2 2026, selling an estimated $114K and leaving 2,600 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Spire Wealth Management first reported a position in VGSH in Q1 2021 and has held it in 22 quarters since. The position peaked at $68.3M in Q1 2023. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Spire Wealth Management held 2,600 shares of Vanguard Short-Term Treasury ETF worth $151K as of Q2 2026.
  • Spire Wealth Management sold 1,957 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $114K.
  • Vanguard Short-Term Treasury ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #867 holding.
  • Spire Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $68.3M in Q1 2023.
  • 1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.