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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Stratos Wealth Advisors's VGSH Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 99% in Q1 2026, selling an estimated $23.6M and leaving 5,434 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #470.

Stratos Wealth Advisors first reported a position in VGSH in Q4 2020 and has held it in 21 quarters since. The position peaked at $23.9M in Q4 2025. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Stratos Wealth Advisors held 5,434 shares of Vanguard Short-Term Treasury ETF worth $318K as of Q1 2026.
Stratos Wealth Advisors sold 402,344 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $23.6M.
Vanguard Short-Term Treasury ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #470 holding.
Stratos Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 21 quarters since.
Stratos Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $23.9M in Q4 2025.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.