Tortoise Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.61M | Sell |
44,895
-15,179
| -25% | -$885K | 0.19% | 93 |
|
|
2026
Q1 | $3.52M | Buy |
60,074
+10,318
| +21% | +$606K | 0.29% | 74 |
|
|
2025
Q4 | $2.92M | Buy |
49,756
+18,727
| +60% | +$1.1M | 0.26% | 85 |
|
|
2025
Q3 | $1.83M | Sell |
31,029
-17,831
| -36% | -$1.05M | 0.16% | 93 |
|
|
2025
Q2 | $2.87M | Sell |
48,860
-12,148
| -20% | -$712K | 0.27% | 80 |
|
|
2025
Q1 | $3.58M | Sell |
61,008
-41,438
| -40% | -$2.42M | 0.37% | 64 |
|
|
2024
Q4 | $5.96M | Sell |
102,446
-71,684
| -41% | -$4.18M | 0.63% | 50 |
|
|
2024
Q3 | $10.3M | Sell |
174,130
-3,675
| -2% | -$215K | 1.07% | 30 |
|
|
2024
Q2 | $10.3M | Buy |
177,805
+6,030
| +4% | +$348K | 1.18% | 25 |
|
|
2024
Q1 | $9.97M | Buy |
171,775
+7,132
| +4% | +$415K | 1.21% | 23 |
|
|
2023
Q4 | $9.6M | Buy |
164,643
+28,761
| +21% | +$1.66M | 1.3% | 22 |
|
|
2023
Q3 | $7.83M | Sell |
135,882
-2,783
| -2% | -$160K | 1.17% | 23 |
|
|
2023
Q2 | $8.01M | Buy |
138,665
+11,697
| +9% | +$681K | 1.19% | 21 |
|
|
2023
Q1 | $7.43M | Buy |
126,968
+2,102
| +2% | +$122K | 1.18% | 20 |
|
|
2022
Q4 | $7.22M | Sell |
124,866
-25,387
| -17% | -$1.47M | 1.26% | 18 |
|
|
2022
Q3 | $8.68M | Sell |
150,253
-21,637
| -13% | -$1.27M | 1.69% | 15 |
|
|
2022
Q2 | $10.1M | Buy |
171,890
+118,778
| +224% | +$7.01M | 1.98% | 9 |
|
|
2022
Q1 | $3.15M | Buy |
53,112
+52,687
| +12,397% | +$3.17M | 0.58% | 44 |
|
|
2021
Q4 | $26K | Sell |
425
-825
| -66% | -$50.5K | ﹤0.01% | 373 |
|
|
2021
Q3 | $77K | Hold |
1,250
| – | – | 0.02% | 226 |
|
|
2021
Q2 | $77K | Hold |
1,250
| – | – | 0.02% | 220 |
|
|
2021
Q1 | $77K | Hold |
1,250
| – | – | 0.02% | 219 |
|
|
2020
Q4 | $77K | Sell |
1,250
-330
| -21% | -$20.5K | 0.02% | 204 |
|
|
2020
Q3 | $98K | Sell |
1,580
-1,315
| -45% | -$81.7K | 0.02% | 179 |
|
|
2020
Q2 | $180K | Sell |
2,895
-400
| -12% | -$24.9K | 0.05% | 140 |
|
|
2020
Q1 | $205K | Hold |
3,295
| – | – | 0.06% | 125 |
|
|
2019
Q4 | $200K | Hold |
3,295
| – | – | 0.05% | 138 |
|
|
2019
Q3 | $201K | Hold |
3,295
| – | – | 0.05% | 138 |
|
|
2019
Q2 | $201K | Hold |
3,295
| – | – | 0.05% | 140 |
|
|
2019
Q1 | $199K | Hold |
3,295
| – | – | 0.05% | 139 |
|
|
2018
Q4 | $198K | Hold |
3,295
| – | – | 0.05% | 142 |
|
|
2018
Q3 | $197K | Buy |
3,295
+330
| +11% | +$19.7K | 0.05% | 136 |
|
|
2018
Q2 | $178K | Hold |
2,965
| – | – | 0.05% | 143 |
|
|
2018
Q1 | $178K | Hold |
2,965
| – | – | 0.05% | 141 |
|
|
2017
Q4 | $179K | Buy |
2,965
+410
| +16% | +$24.8K | 0.05% | 140 |
|
|
2017
Q3 | $155K | Buy |
2,555
+245
| +11% | +$14.9K | 0.05% | 144 |
|
|
2017
Q2 | $140K | Buy |
+2,310
| New | +$140K | 0.05% | 135 |
|
Other funds holding VGSH
RWP
AT
TPCW
ST
EPM
Tortoise Investment Management's VGSH Position: Q2 2026 in Review
Tortoise Investment Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 25% in Q2 2026, selling an estimated $885K and leaving 44,895 shares worth $2.61M. The position accounts for 0.19% of the portfolio, ranked #93.
Tortoise Investment Management first reported a position in VGSH in Q2 2017 and has held it in 37 quarters since. The position peaked at $10.3M in Q2 2024. 719 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.
- Tortoise Investment Management held 44,895 shares of Vanguard Short-Term Treasury ETF worth $2.61M as of Q2 2026.
- Tortoise Investment Management sold 15,179 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $885K.
- Vanguard Short-Term Treasury ETF made up 0.19% of Tortoise Investment Management's portfolio in Q2 2026, its #93 holding.
- Tortoise Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2017 and has held it in 37 quarters since.
- Tortoise Investment Management's Vanguard Short-Term Treasury ETF position peaked at $10.3M in Q2 2024.
- 719 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.
Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.