Strata Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Strata Wealth 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	$50.3M	Buy	865,062 +22,668	+3%	+$1.32M	12.28%	3
2026 Q1	$49.3M	Sell	842,394 -62,954	-7%	-$3.7M	13.52%	2
2025 Q4	$53.2M	Buy	905,348 +16,418	+2%	+$965K	14.79%	2
2025 Q3	$52.3M	Sell	888,930 -55,969	-6%	-$3.28M	13.81%	2
2025 Q2	$55.5M	Buy	944,899 +8,870	+0.9%	+$520K	15.3%	2
2025 Q1	$54.9M	Buy	936,029 +47,982	+5%	+$2.8M	17.08%	1
2024 Q4	$51.7M	Buy	888,047 +29,511	+3%	+$1.72M	16.22%	2
2024 Q3	$50.7M	Buy	858,536 +39,568	+5%	+$2.32M	16.29%	3
2024 Q2	$47.5M	Sell	818,968 -20,791	-2%	-$1.2M	16.36%	3
2024 Q1	$48.8M	Buy	839,759 +76,396	+10%	+$4.44M	17.15%	1
2023 Q4	$44.5M	Buy	763,363 +308,537	+68%	+$17.8M	17.54%	1
2023 Q3	$26.2M	Buy	+454,826	New	+$26.2M	12.61%	5
2023 Q1	$21.5M	Sell	367,151 -12,573	-3%	-$730K	11.1%	5
2022 Q4	$22M	Buy	+379,724	New	+$21.9M	12.18%	5

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

Strata Wealth Advisors's VGSH Position: Q2 2026 in Review

Strata Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.7% in Q2 2026, buying an estimated $1.32M and bringing the position to 865,062 shares worth $50.3M. The position accounts for 12.28% of the portfolio, ranked #3.

Strata Wealth Advisors first reported a position in VGSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $55.5M in Q2 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Strata Wealth Advisors held 865,062 shares of Vanguard Short-Term Treasury ETF worth $50.3M as of Q2 2026.
Strata Wealth Advisors bought 22,668 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.32M.
Vanguard Short-Term Treasury ETF made up 12.28% of Strata Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Strata Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
Strata Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $55.5M in Q2 2025.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.