TrueWealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

TrueWealth Advisors’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	$1.24M	Sell	21,279 -121	-0.6%	-$7.05K	0.28%	67
2026 Q1	$1.25M	Sell	21,400 -25,200	-54%	-$1.48M	0.32%	58
2025 Q4	$2.74M	Sell	46,600 -17	-0%	-$999	0.71%	27
2025 Q3	$2.74M	Buy	46,617 +1,100	+2%	+$64.5K	0.74%	27
2025 Q2	$2.68M	Sell	45,517 -3,798	-8%	-$222K	0.79%	26
2025 Q1	$2.89M	Buy	49,315 +11,617	+31%	+$678K	0.95%	22
2024 Q4	$2.19M	Buy	37,698 +621	+2%	+$36.2K	0.73%	29
2024 Q3	$2.19M	Sell	37,077 -5,631	-13%	-$330K	0.73%	30
2024 Q2	$2.48M	Buy	42,708 +3,075	+8%	+$178K	0.92%	25
2024 Q1	$2.3M	Sell	39,633 -4,486	-10%	-$261K	0.89%	25
2023 Q4	$2.57M	Sell	44,119 -2,163	-5%	-$125K	1%	22
2023 Q3	$2.67M	Buy	46,282 +460	+1%	+$26.5K	1.12%	19
2023 Q2	$2.65M	Buy	45,822 +16,630	+57%	+$968K	1.09%	23
2023 Q1	$1.71M	Buy	29,192 +7,546	+35%	+$438K	0.72%	33
2022 Q4	$1.25M	Buy	21,646 +3,950	+22%	+$228K	0.55%	38
2022 Q3	$1.02M	Buy	17,696 +14,051	+385%	+$823K	0.48%	40
2022 Q2	$215K	Buy	+3,645	New	+$215K	0.1%	155

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

TrueWealth Advisors's VGSH Position: Q2 2026 in Review

TrueWealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.57% in Q2 2026, selling an estimated $7.05K and leaving 21,279 shares worth $1.24M. The position accounts for 0.28% of the portfolio, ranked #67.

TrueWealth Advisors first reported a position in VGSH in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.89M in Q1 2025. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

TrueWealth Advisors held 21,279 shares of Vanguard Short-Term Treasury ETF worth $1.24M as of Q2 2026.
TrueWealth Advisors sold 121 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $7.05K.
Vanguard Short-Term Treasury ETF made up 0.28% of TrueWealth Advisors's portfolio in Q2 2026, its #67 holding.
TrueWealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
TrueWealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $2.89M in Q1 2025.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.