Ullmann Wealth Partners Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Ullmann Wealth Partners Group’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	$25.6M	Buy	440,702 +47,664	+12%	+$2.78M	2.33%	10
2026 Q1	$23M	Buy	393,038 +61,087	+18%	+$3.59M	2.39%	11
2025 Q4	$19.5M	Buy	331,951 +86,759	+35%	+$5.1M	2.03%	12
2025 Q3	$14.4M	Buy	245,192 +30,051	+14%	+$1.76M	1.58%	14
2025 Q2	$12.6M	Buy	215,141 +25,724	+14%	+$1.51M	1.49%	14
2025 Q1	$11.1M	Sell	189,417 -327	-0.2%	-$19.1K	1.48%	14
2024 Q4	$11M	Buy	189,744 +2,588	+1%	+$151K	1.42%	13
2024 Q3	$11M	Buy	187,156 +7,826	+4%	+$458K	1.43%	13
2024 Q2	$10.4M	Buy	179,330 +7,556	+4%	+$437K	1.48%	14
2024 Q1	$9.97M	Buy	171,774 +6,096	+4%	+$354K	1.48%	14
2023 Q4	$9.66M	Buy	165,678 +7,476	+5%	+$432K	1.58%	14
2023 Q3	$9.11M	Buy	158,202 +111,376	+238%	+$6.42M	1.7%	14
2023 Q2	$2.7M	Buy	+46,826	New	+$2.73M	0.54%	29

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

Ullmann Wealth Partners Group's VGSH Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 12% in Q2 2026, buying an estimated $2.78M and bringing the position to 440,702 shares worth $25.6M. The position accounts for 2.33% of the portfolio, ranked #10.

Ullmann Wealth Partners Group first reported a position in VGSH in Q2 2023 and has held it in 13 quarters since. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Ullmann Wealth Partners Group held 440,702 shares of Vanguard Short-Term Treasury ETF worth $25.6M as of Q2 2026.
Ullmann Wealth Partners Group bought 47,664 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.78M.
Vanguard Short-Term Treasury ETF made up 2.33% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #10 holding.
Ullmann Wealth Partners Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.