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

Summit Wealth Partners’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	$1.57M	Buy	26,925 +1,354	+5%	+$78.9K	0.22%	77
2026 Q1	$1.5M	Buy	25,571 +275	+1%	+$16.1K	0.24%	78
2025 Q4	$1.49M	Sell	25,296 -693	-3%	-$40.7K	0.27%	63
2025 Q3	$1.53M	Sell	25,989 -397	-2%	-$23.3K	0.28%	65
2025 Q2	$1.55M	Sell	26,386 -5,112	-16%	-$299K	0.3%	61
2025 Q1	$1.85M	Sell	31,498 -1,330	-4%	-$77.6K	0.38%	51
2024 Q4	$1.91M	Sell	32,828 -2,774	-8%	-$162K	0.39%	52
2024 Q3	$2.1M	Buy	35,602 +1,217	+4%	+$71.3K	0.4%	52
2024 Q2	$1.99M	Buy	34,385 +1,884	+6%	+$109K	0.41%	49
2024 Q1	$1.89M	Buy	32,501 +2,952	+10%	+$172K	0.4%	45
2023 Q4	$1.72M	Buy	29,549 +4,561	+18%	+$264K	0.4%	46
2023 Q3	$1.44M	Buy	24,988 +10,194	+69%	+$588K	0.37%	50
2023 Q2	$854K	Buy	14,794 +1,714	+13%	+$99.8K	0.21%	76
2023 Q1	$766K	Buy	13,080 +9,460	+261%	+$549K	0.2%	83
2022 Q4	$209K	Buy	+3,620	New	+$209K	0.06%	170

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 Wealth Partners's VGSH Position: Q2 2026 in Review

Summit Wealth Partners increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.3% in Q2 2026, buying an estimated $78.9K and bringing the position to 26,925 shares worth $1.57M. The position accounts for 0.22% of the portfolio, ranked #77.

Summit Wealth Partners first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.1M in Q3 2024. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Summit Wealth Partners held 26,925 shares of Vanguard Short-Term Treasury ETF worth $1.57M as of Q2 2026.
Summit Wealth Partners bought 1,354 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $78.9K.
Vanguard Short-Term Treasury ETF made up 0.22% of Summit Wealth Partners's portfolio in Q2 2026, its #77 holding.
Summit Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Summit Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $2.1M in Q3 2024.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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