Summit Financial’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Summit Financial’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	$4.04M	Buy	69,471 +35	+0.1%	+$2.04K	0.04%	403
2026 Q1	$4.06M	Buy	69,436 +55,973	+416%	+$3.29M	0.05%	369
2025 Q4	$791K	Buy	13,463 +163	+1%	+$9.58K	0.01%	736
2025 Q3	$783K	Buy	13,300 +9,800	+280%	+$575K	0.01%	726
2025 Q2	$206K	Buy	+3,500	New	+$205K	﹤0.01%	779
2024 Q4	–	Sell	-5,252	Closed	-$310K	–	657
2024 Q3	$310K	Sell	5,252 -1,897	-27%	-$111K	0.01%	456
2024 Q2	$415K	Buy	+7,149	New	+$413K	0.02%	359

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

Summit Financial's VGSH Position: Q2 2026 in Review

Summit Financial increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.05% in Q2 2026, buying an estimated $2.04K and bringing the position to 69,471 shares worth $4.04M. The position accounts for 0.04% of the portfolio, ranked #403.

Summit Financial first reported a position in VGSH in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.06M in Q1 2026. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Summit Financial held 69,471 shares of Vanguard Short-Term Treasury ETF worth $4.04M as of Q2 2026.
Summit Financial bought 35 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.04K.
Vanguard Short-Term Treasury ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #403 holding.
Summit Financial first reported a position in Vanguard Short-Term Treasury ETF in Q2 2024 and has held it in 7 quarters since.
Summit Financial's Vanguard Short-Term Treasury ETF position peaked at $4.06M in Q1 2026.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.