Tolleson Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Tolleson Wealth 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	$470K	Hold	8,082	–	–	0.06%	69
2026 Q1	$473K	Hold	8,082	–	–	0.07%	63
2025 Q4	$475K	Sell	8,082 -750	-8%	-$44.1K	0.07%	65
2025 Q3	$520K	Sell	8,832 -7,332	-45%	-$430K	0.08%	62
2025 Q2	$950K	Hold	16,164	–	–	0.16%	44
2025 Q1	$949K	Hold	16,164	–	–	0.18%	45
2024 Q4	$940K	Hold	16,164	–	–	0.19%	47
2024 Q3	$954K	Hold	16,164	–	–	0.18%	39
2024 Q2	$937K	Hold	16,164	–	–	0.18%	44
2024 Q1	$939K	Hold	16,164	–	–	0.18%	44
2023 Q4	$943K	Hold	16,164	–	–	0.19%	46
2023 Q3	$931K	Hold	16,164	–	–	0.22%	45
2023 Q2	$933K	Hold	16,164	–	–	0.23%	47
2023 Q1	$946K	Hold	16,164	–	–	0.24%	44
2022 Q4	$935K	Hold	16,164	–	–	0.25%	45
2022 Q3	$934K	Hold	16,164	–	–	0.28%	40
2022 Q2	$951K	Hold	16,164	–	–	0.27%	40
2022 Q1	$958K	Hold	16,164	–	–	0.28%	41
2021 Q4	$983K	Hold	16,164	–	–	0.26%	44
2021 Q3	$993K	Hold	16,164	–	–	0.28%	41
2021 Q2	$993K	Hold	16,164	–	–	0.27%	43
2021 Q1	$994K	Buy	+16,164	New	+$995K	0.3%	36

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

Tolleson Wealth Management's VGSH Position: Q2 2026 in Review

Tolleson Wealth Management held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 8,082 shares worth $470K. The position accounts for 0.06% of the portfolio, ranked #69.

Tolleson Wealth Management first reported a position in VGSH in Q1 2021 and has held it in 22 quarters since. The position peaked at $994K in Q1 2021. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Tolleson Wealth Management held 8,082 shares of Vanguard Short-Term Treasury ETF worth $470K as of Q2 2026.
Tolleson Wealth Management left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.06% of Tolleson Wealth Management's portfolio in Q2 2026, its #69 holding.
Tolleson Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and has held it in 22 quarters since.
Tolleson Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $994K in Q1 2021.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.