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

Triad 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 Q1	$3.9M	Sell	66,562 -21,283	-24%	-$1.25M	4.6%	8
2025 Q4	$5.16M	Buy	+87,845	New	+$5.16M	5.23%	5
2024 Q1	$4.35M	Sell	74,838 -49	-0.1%	-$2.85K	5.27%	4
2023 Q4	$4.37M	Buy	74,887 +40,974	+121%	+$2.37M	5.73%	3
2023 Q3	$1.95M	Buy	+33,913	New	+$1.95M	2.85%	18

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Triad Investment Management's VGSH Position: Q1 2026 in Review

Triad Investment Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 24% in Q1 2026, selling an estimated $1.25M and leaving 66,562 shares worth $3.9M. The position accounts for 4.6% of the portfolio, ranked #8.

Triad Investment Management first reported a position in VGSH in Q3 2023 and has held it in 5 quarters since. The position peaked at $5.16M in Q4 2025. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Triad Investment Management held 66,562 shares of Vanguard Short-Term Treasury ETF worth $3.9M as of Q1 2026.
Triad Investment Management sold 21,283 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $1.25M.
Vanguard Short-Term Treasury ETF made up 4.6% of Triad Investment Management's portfolio in Q1 2026, its #8 holding.
Triad Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 5 quarters since.
Triad Investment Management's Vanguard Short-Term Treasury ETF position peaked at $5.16M in Q4 2025.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Triad Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.