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

TrustWell Financial 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	$397K	Sell	6,822 -39	-0.6%	-$2.27K	0.34%	52
2026 Q1	$402K	Buy	6,861 +385	+6%	+$22.6K	0.38%	48
2025 Q4	$380K	Buy	+6,476	New	+$381K	0.37%	50

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

TrustWell Financial Advisors's VGSH Position: Q2 2026 in Review

TrustWell Financial Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.57% in Q2 2026, selling an estimated $2.27K and leaving 6,822 shares worth $397K. The position accounts for 0.34% of the portfolio, ranked #52.

TrustWell Financial Advisors first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $402K in Q1 2026. 1,085 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

TrustWell Financial Advisors held 6,822 shares of Vanguard Short-Term Treasury ETF worth $397K as of Q2 2026.
TrustWell Financial Advisors sold 39 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.27K.
Vanguard Short-Term Treasury ETF made up 0.34% of TrustWell Financial Advisors's portfolio in Q2 2026, its #52 holding.
TrustWell Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
TrustWell Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $402K in Q1 2026.
1,085 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.