Strategic Investment Solutions’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Strategic Investment Solutions’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	$5.15M	Sell	88,540 -12,484	-12%	-$728K	1.18%	20
2026 Q1	$5.85M	Buy	101,024 +4,385	+5%	+$257K	1.41%	16
2025 Q4	$5.69M	Sell	96,639 -3,845	-4%	-$226K	1.37%	18
2025 Q3	$5.91M	Buy	100,484 +16,157	+19%	+$948K	1.56%	14
2025 Q2	$4.95M	Buy	84,327 +1,108	+1%	+$64.9K	1.5%	15
2025 Q1	$4.88M	Sell	83,219 -15,781	-16%	-$921K	1.42%	19
2024 Q4	$5.74M	Buy	99,000 +37,157	+60%	+$2.17M	1.92%	16
2024 Q3	$3.65M	Sell	61,843 -1,324	-2%	-$77.5K	1.09%	23
2024 Q2	$3.71M	Buy	+63,167	New	+$3.65M	1.2%	22
2023 Q4	$5.96M	Sell	102,186 -645,890	-86%	-$37.3M	1.03%	23
2023 Q3	$43.1M	Buy	+748,076	New	+$43.1M	0.53%	41

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

Strategic Investment Solutions's VGSH Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 12% in Q2 2026, selling an estimated $728K and leaving 88,540 shares worth $5.15M. The position accounts for 1.18% of the portfolio, ranked #20.

Strategic Investment Solutions first reported a position in VGSH in Q3 2023 and has held it in 11 quarters since. The position peaked at $43.1M in Q3 2023. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Strategic Investment Solutions held 88,540 shares of Vanguard Short-Term Treasury ETF worth $5.15M as of Q2 2026.
Strategic Investment Solutions sold 12,484 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $728K.
Vanguard Short-Term Treasury ETF made up 1.18% of Strategic Investment Solutions's portfolio in Q2 2026, its #20 holding.
Strategic Investment Solutions first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
Strategic Investment Solutions's Vanguard Short-Term Treasury ETF position peaked at $43.1M in Q3 2023.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.