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 Q2	$2.07M	Sell	35,516 -31,046	-47%	-$1.81M	2.28%	20
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 $1.81T 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

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

Triad Investment Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 47% in Q2 2026, selling an estimated $1.81M and leaving 35,516 shares worth $2.07M. The position accounts for 2.28% of the portfolio, ranked #20.

Triad Investment Management first reported a position in VGSH in Q3 2023 and has held it in 6 quarters since. The position peaked at $5.16M in Q4 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Triad Investment Management held 35,516 shares of Vanguard Short-Term Treasury ETF worth $2.07M as of Q2 2026.
Triad Investment Management sold 31,046 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.81M.
Vanguard Short-Term Treasury ETF made up 2.28% of Triad Investment Management's portfolio in Q2 2026, its #20 holding.
Triad Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 6 quarters since.
Triad Investment Management's Vanguard Short-Term Treasury ETF position peaked at $5.16M in Q4 2025.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.