U.S. Capital Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

U.S. Capital Wealth 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
2022 Q1	–	Sell	-110,000	Closed	-$2.04M	–	760
2021 Q4	$2.04M	Buy	+110,000	New	+$6.73M	0.08%	252

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

U.S. Capital Wealth Advisors's VGSH Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.1% in Q1 2026, selling an estimated $233K and leaving 125,276 shares worth $7.33M. The position accounts for 0.18% of the portfolio, ranked #131.

U.S. Capital Wealth Advisors first reported a position in VGSH in Q3 2021 and has held it in 15 quarters since. The position peaked at $7.59M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

U.S. Capital Wealth Advisors held 125,276 shares of Vanguard Short-Term Treasury ETF worth $7.33M as of Q1 2026.
U.S. Capital Wealth Advisors sold 3,970 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $233K.
Vanguard Short-Term Treasury ETF made up 0.18% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #131 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and has held it in 15 quarters since.
U.S. Capital Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $7.59M in Q4 2025.
1,054 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.