Steel Grove Capital Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Steel Grove Capital Advisors’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	$263K	Buy	4,526 +685	+18%	+$39.9K	0.02%	193
2026 Q1	$225K	Sell	3,841 -199	-5%	-$11.7K	0.02%	199
2025 Q4	$237K	Buy	4,040 +1	+0%	+$59	0.02%	177
2025 Q3	$237K	Hold	4,039	–	–	0.03%	165
2025 Q2	$237K	Sell	4,039 -3,656	-48%	-$214K	0.03%	163
2025 Q1	$452K	Sell	7,695 -1,332	-15%	-$77.7K	0.07%	116
2024 Q4	$525K	Sell	9,027 -8,119	-47%	-$474K	0.07%	111
2024 Q3	$1.01M	Sell	17,146 -5,486	-24%	-$321K	0.14%	80
2024 Q2	$1.31M	Sell	22,632 -15,571	-41%	-$900K	0.18%	75
2024 Q1	$2.22M	Sell	38,203 -8,243	-18%	-$479K	0.3%	40
2023 Q4	$2.71M	Sell	46,446 -29,167	-39%	-$1.69M	0.37%	33
2023 Q3	$4.36M	Sell	75,613 -2,892	-4%	-$167K	0.58%	23
2023 Q2	$4.53M	Sell	78,505 -8,402	-10%	-$489K	0.57%	25
2023 Q1	$5.09M	Sell	86,907 -6,552	-7%	-$380K	0.68%	21
2022 Q4	$5.4M	Buy	93,459 +8,993	+11%	+$520K	0.77%	20
2022 Q3	$4.88M	Buy	84,466 +1,294	+2%	+$75.8K	0.87%	9
2022 Q2	$4.9M	Buy	83,172 +4,022	+5%	+$237K	0.9%	13
2022 Q1	$4.69M	Sell	79,150 -4,278	-5%	-$257K	0.74%	14
2021 Q4	$5.08M	Sell	83,428 -64,328	-44%	-$3.93M	1%	13
2021 Q3	$9.07M	Sell	147,756 -12,800	-8%	-$787K	2.06%	8
2021 Q2	$9.86M	Buy	160,556 +26,036	+19%	+$1.6M	2.7%	8
2021 Q1	$8.28M	Buy	134,520 +27,798	+26%	+$1.71M	2.7%	9
2020 Q4	$6.57M	Sell	106,722 -66	-0.1%	-$4.09K	2.15%	7
2020 Q3	$6.63M	Buy	106,788 +26,725	+33%	+$1.66M	2.7%	7
2020 Q2	$4.98M	Buy	+80,063	New	+$4.98M	2.23%	8

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

Steel Grove Capital Advisors's VGSH Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 18% in Q2 2026, buying an estimated $39.9K and bringing the position to 4,526 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #193.

Steel Grove Capital Advisors first reported a position in VGSH in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.86M in Q2 2021. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Steel Grove Capital Advisors held 4,526 shares of Vanguard Short-Term Treasury ETF worth $263K as of Q2 2026.
Steel Grove Capital Advisors bought 685 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $39.9K.
Vanguard Short-Term Treasury ETF made up 0.02% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #193 holding.
Steel Grove Capital Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 25 quarters since.
Steel Grove Capital Advisors's Vanguard Short-Term Treasury ETF position peaked at $9.86M in Q2 2021.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.