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Successful Portfolios’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Successful Portfolios’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 		$3M Buy
51,663
+807
+2% +$47K 1.4% 17
2026
Q1 		$2.98M Sell
50,856
-831
-2% -$48.8K 1.64% 13
2025
Q4 		$3.04M Buy
51,687
+1,130
+2% +$66.4K 1.55% 14
2025
Q3 		$2.98M Buy
50,557
+54
+0.1% +$3.17K 1.74% 12
2025
Q2 		$2.97M Buy
50,503
+2,004
+4% +$117K 1.82% 12
2025
Q1 		$2.85M Buy
48,499
+568
+1% +$33.1K 1.94% 12
2024
Q4 		$2.79M Buy
47,931
+4,091
+9% +$239K 1.87% 12
2024
Q3 		$2.59M Sell
43,840
-1,846
-4% -$108K 1.75% 13
2024
Q2 		$2.65M Buy
45,686
+896
+2% +$51.8K 1.85% 12
2024
Q1 		$2.6M Sell
44,790
-247
-0.5% -$14.4K 1.77% 11
2023
Q4 		$2.63M Buy
45,037
+4,490
+11% +$260K 1.96% 10
2023
Q3 		$2.34M Buy
40,547
+4,430
+12% +$255K 2.07% 9
2023
Q2 		$2.09M Sell
36,117
-980
-3% -$57.1K 1.8% 10
2023
Q1 		$2.17M Buy
37,097
+2,546
+7% +$148K 1.36% 14
2022
Q4 		$2M Buy
34,551
+12,589
+57% +$727K 1.3% 15
2022
Q3 		$1.27M Buy
21,962
+2,000
+10% +$117K 0.92% 23
2022
Q2 		$1.18M Buy
19,962
+4,362
+28% +$257K 0.79% 30
2022
Q1 		$924K Buy
15,600
+8,020
+106% +$482K 0.53% 47
2021
Q4 		$461K Buy
+7,580
New +$464K 0.25% 99

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

Successful Portfolios's VGSH Position: Q2 2026 in Review

Successful Portfolios increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.6% in Q2 2026, buying an estimated $47K and bringing the position to 51,663 shares worth $3M. The position accounts for 1.4% of the portfolio, ranked #17.

Successful Portfolios first reported a position in VGSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.04M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Successful Portfolios held 51,663 shares of Vanguard Short-Term Treasury ETF worth $3M as of Q2 2026.
  • Successful Portfolios bought 807 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $47K.
  • Vanguard Short-Term Treasury ETF made up 1.4% of Successful Portfolios's portfolio in Q2 2026, its #17 holding.
  • Successful Portfolios first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
  • Successful Portfolios's Vanguard Short-Term Treasury ETF position peaked at $3.04M in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.