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

Summit Global Investments’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 		$1.17M Sell
20,023
-208
-1% -$12.1K 0.06% 170
2026
Q1 		$1.18M Sell
20,231
-257
-1% -$15.1K 0.07% 155
2025
Q4 		$1.2M Buy
20,488
+66
+0.3% +$3.88K 0.07% 161
2025
Q3 		$1.2M Sell
20,422
-245
-1% -$14.4K 0.07% 158
2025
Q2 		$1.22M Sell
20,667
-3,323
-14% -$195K 0.07% 155
2025
Q1 		$1.41M Buy
23,990
+197
+0.8% +$11.5K 0.1% 120
2024
Q4 		$1.38M Sell
23,793
-381
-2% -$22.2K 0.09% 165
2024
Q3 		$1.43M Sell
24,174
-2,085
-8% -$122K 0.09% 181
2024
Q2 		$1.52M Buy
26,259
+2,198
+9% +$127K 0.1% 152
2024
Q1 		$1.4M Sell
24,061
-1,370
-5% -$79.7K 0.1% 146
2023
Q4 		$1.48M Buy
25,431
+1,111
+5% +$64.2K 0.1% 165
2023
Q3 		$1.4M Buy
24,320
+2,027
+9% +$117K 0.09% 162
2023
Q2 		$1.29M Buy
22,293
+2
+0% +$116 0.09% 178
2023
Q1 		$1.3M Buy
22,291
+1
+0% +$58 0.1% 190
2022
Q4 		$1.29M Buy
22,290
+2,683
+14% +$155K 0.11% 171
2022
Q3 		$1.13M Sell
19,607
-109
-0.6% -$6.38K 0.1% 187
2022
Q2 		$1.16M Sell
19,716
-356
-2% -$21K 0.1% 203
2022
Q1 		$1.19M Buy
20,072
+357
+2% +$21.4K 0.09% 205
2021
Q4 		$1.2M Hold
19,715
– – 0.08% 211
2021
Q3 		$1.21M Hold
19,715
– – 0.09% 180
2021
Q2 		$1.21M Buy
19,715
+789
+4% +$48.5K 0.07% 201
2021
Q1 		$1.16M Buy
+18,926
New +$1.17M 0.07% 173
2019
Q2 		– Sell
-92,827
Closed -$5.61M – 314
2019
Q1 		$5.61M Buy
+92,827
New +$5.58M 0.72% 46
2017
Q1 		– Sell
-5,974
Closed -$364K – 242
2016
Q4 		$364K Buy
+5,974
New +$364K 0.13% 189

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

Summit Global Investments's VGSH Position: Q2 2026 in Review

Summit Global Investments reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 1% in Q2 2026, selling an estimated $12.1K and leaving 20,023 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #170.

Summit Global Investments first reported a position in VGSH in Q4 2016 and has held it in 24 quarters since. The position peaked at $5.61M in Q1 2019. 1,096 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Summit Global Investments held 20,023 shares of Vanguard Short-Term Treasury ETF worth $1.17M as of Q2 2026.
  • Summit Global Investments sold 208 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $12.1K.
  • Vanguard Short-Term Treasury ETF made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #170 holding.
  • Summit Global Investments first reported a position in Vanguard Short-Term Treasury ETF in Q4 2016 and has held it in 24 quarters since.
  • Summit Global Investments's Vanguard Short-Term Treasury ETF position peaked at $5.61M in Q1 2019.
  • 1,096 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.