Stokes Family Office’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Stokes Family Office’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	$559K	Sell	9,613 -39,781	-81%	-$2.32M	0.07%	183
2026 Q1	$2.89M	Sell	49,394 -5,180	-9%	-$304K	0.3%	84
2025 Q4	$3.21M	Sell	54,574 -50,741	-48%	-$2.98M	0.29%	77
2025 Q3	$6.2M	Buy	+105,315	New	+$6.18M	0.59%	44
2025 Q1	–	Sell	-7,415	Closed	-$431K	–	254
2024 Q4	$431K	Sell	7,415 -20	-0.3%	-$1.17K	0.05%	173
2024 Q3	$439K	Sell	7,435 -20	-0.3%	-$1.17K	0.05%	166
2024 Q2	$432K	Buy	7,455 +20	+0.3%	+$1.16K	0.05%	162
2024 Q1	$432K	Hold	7,435	–	–	0.05%	157
2023 Q4	$434K	Sell	7,435 -500	-6%	-$28.9K	0.06%	151
2023 Q3	$457K	Sell	7,935 -4,465	-36%	-$257K	0.05%	196
2023 Q2	$716K	Sell	12,400 -3,500	-22%	-$204K	0.08%	151
2023 Q1	$931K	Buy	15,900 +900	+6%	+$52.3K	0.12%	123
2022 Q4	$867K	Buy	+15,000	New	+$867K	0.11%	115

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

Stokes Family Office's VGSH Position: Q2 2026 in Review

Stokes Family Office reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 81% in Q2 2026, selling an estimated $2.32M and leaving 9,613 shares worth $559K. The position accounts for 0.07% of the portfolio, ranked #183.

Stokes Family Office first reported a position in VGSH in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.2M in Q3 2025. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Stokes Family Office held 9,613 shares of Vanguard Short-Term Treasury ETF worth $559K as of Q2 2026.
Stokes Family Office sold 39,781 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.32M.
Vanguard Short-Term Treasury ETF made up 0.07% of Stokes Family Office's portfolio in Q2 2026, its #183 holding.
Stokes Family Office first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 13 quarters since.
Stokes Family Office's Vanguard Short-Term Treasury ETF position peaked at $6.2M in Q3 2025.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.