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

Steffes Financial’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 		$238K Hold
4,081
– – 0.1% 32
2026
Q1 		$239K Buy
+4,081
New +$240K 0.13% 28

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

Steffes Financial's VGSH Position: Q2 2026 in Review

Steffes Financial held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 4,081 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #32.

Steffes Financial first reported a position in VGSH in Q1 2026 and has held it in 2 quarters since. The position peaked at $239K in Q1 2026. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Steffes Financial held 4,081 shares of Vanguard Short-Term Treasury ETF worth $238K as of Q2 2026.
  • Steffes Financial left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Treasury ETF made up 0.1% of Steffes Financial's portfolio in Q2 2026, its #32 holding.
  • Steffes Financial first reported a position in Vanguard Short-Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Steffes Financial's Vanguard Short-Term Treasury ETF position peaked at $239K in Q1 2026.
  • 1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Steffes Financial's 13F filing for Q2 2026, filed 14 Aug 2026.