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

Stratos 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 		$316K Sell
5,428
-6
-0.1% -$350 0.02% 487
2026
Q1 		$318K Sell
5,434
-402,344
-99% -$23.6M 0.02% 470
2025
Q4 		$23.9M Buy
407,778
+17,454
+4% +$1.03M 1.16% 13
2025
Q3 		$23M Buy
390,324
+14,872
+4% +$873K 1.1% 16
2025
Q2 		$22.1M Sell
375,452
-1,030
-0.3% -$60.3K 1.16% 16
2025
Q1 		$22.1M Sell
376,482
-33,141
-8% -$1.93M 1.21% 11
2024
Q4 		$23.8M Buy
409,623
+9,223
+2% +$538K 1.14% 14
2024
Q3 		$23.6M Buy
400,400
+42,019
+12% +$2.46M 1.08% 14
2024
Q2 		$20.8M Buy
358,381
+188,334
+111% +$10.9M 1.03% 15
2024
Q1 		$9.87M Buy
170,047
+57,412
+51% +$3.34M 0.59% 37
2023
Q4 		$6.57M Sell
112,635
-43,249
-28% -$2.5M 0.38% 64
2023
Q3 		$8.98M Sell
155,884
-25,345
-14% -$1.46M 0.59% 29
2023
Q2 		$10.5M Sell
181,229
-69,063
-28% -$4.02M 0.74% 21
2023
Q1 		$14.7M Buy
250,292
+95,860
+62% +$5.57M 1.13% 11
2022
Q4 		$8.93M Sell
154,432
-9,768
-6% -$564K 0.74% 20
2022
Q3 		$9.49M Buy
164,200
+83,979
+105% +$4.92M 1% 15
2022
Q2 		$4.72M Sell
80,221
-100,578
-56% -$5.93M 0.43% 57
2022
Q1 		$10.7M Buy
180,799
+114,576
+173% +$6.88M 0.87% 18
2021
Q4 		$4.03M Buy
66,223
+26,204
+65% +$1.6M 0.29% 90
2021
Q3 		$2.46M Buy
40,019
+30,997
+344% +$1.91M 0.21% 131
2021
Q2 		$554K Buy
+9,022
New +$555K 0.05% 341
2021
Q1 		– Sell
-6,763
Closed -$417K – 495
2020
Q4 		$417K Buy
+6,763
New +$419K 0.06% 274

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

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

Stratos Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.11% in Q2 2026, selling an estimated $350 and leaving 5,428 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #487.

Stratos Wealth Advisors first reported a position in VGSH in Q4 2020 and has held it in 22 quarters since. The position peaked at $23.9M in Q4 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Stratos Wealth Advisors held 5,428 shares of Vanguard Short-Term Treasury ETF worth $316K as of Q2 2026.
  • Stratos Wealth Advisors sold 6 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $350.
  • Vanguard Short-Term Treasury ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q2 2026, its #487 holding.
  • Stratos Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 22 quarters since.
  • Stratos Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $23.9M in Q4 2025.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.