Sunbeam Capital Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Sunbeam Capital Management’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	$743K	Buy	+12,769	New	+$744K	0.34%	57

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Sunbeam Capital Management's VGSH Position: Q2 2026 in Review

Sunbeam Capital Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 12,769 shares worth $743K. The stake represents 0.34% of the portfolio and ranks #57 among its holdings.

519 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Sunbeam Capital Management held 12,769 shares of Vanguard Short-Term Treasury ETF worth $743K as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new Sunbeam Capital Management position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.34% of Sunbeam Capital Management's portfolio in Q2 2026, its #57 holding.
519 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.