Synergy Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Synergy Investment 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	$220K	Sell	3,775 -1,745	-32%	-$102K	0.05%	164
2026 Q1	$323K	Sell	5,520 -181	-3%	-$10.6K	0.11%	104
2025 Q4	$335K	Sell	5,701 -1,252	-18%	-$73.6K	0.12%	100
2025 Q3	$409K	Sell	6,953 -2,244	-24%	-$132K	0.16%	82
2025 Q2	$541K	Sell	9,197 -13,090	-59%	-$767K	0.33%	41
2025 Q1	$1.31M	Sell	22,287 -20,680	-48%	-$1.21M	0.55%	42
2024 Q4	$2.5M	Buy	+42,967	New	+$2.51M	1.08%	25

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

Synergy Investment Management's VGSH Position: Q2 2026 in Review

Synergy Investment Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 32% in Q2 2026, selling an estimated $102K and leaving 3,775 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #164.

Synergy Investment Management first reported a position in VGSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q4 2024. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Synergy Investment Management held 3,775 shares of Vanguard Short-Term Treasury ETF worth $220K as of Q2 2026.
Synergy Investment Management sold 1,745 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $102K.
Vanguard Short-Term Treasury ETF made up 0.05% of Synergy Investment Management's portfolio in Q2 2026, its #164 holding.
Synergy Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Synergy Investment Management's Vanguard Short-Term Treasury ETF position peaked at $2.5M in Q4 2024.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.