Unique Wealth Strategies’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Unique Wealth Strategies’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	$240K	Buy	+4,116	New	+$240K	0.09%	202
2026 Q1	–	Sell	-4,195	Closed	-$246K	–	259
2025 Q4	$246K	Buy	+4,195	New	+$247K	0.1%	193
2025 Q3	–	Sell	-3,904	Closed	-$230K	–	254
2025 Q2	$230K	Buy	+3,904	New	+$229K	0.1%	190
2025 Q1	–	Sell	-4,200	Closed	-$244K	–	222
2024 Q4	$244K	Buy	+4,200	New	+$245K	0.11%	177
2024 Q3	–	Sell	-7	Closed	-$406	–	654
2024 Q2	$406	Buy	+7	New	+$404	﹤0.01%	619

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Unique Wealth Strategies's VGSH Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 4,116 shares worth $240K. The stake represents 0.09% of the portfolio and ranks #202 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in VGSH as recently as Q4 2025.

Unique Wealth Strategies first reported a position in VGSH in Q2 2024 and has held it in 5 quarters since. The position peaked at $246K in Q4 2025. 249 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Unique Wealth Strategies held 4,116 shares of Vanguard Short-Term Treasury ETF worth $240K as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new Unique Wealth Strategies position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.09% of Unique Wealth Strategies's portfolio in Q2 2026, its #202 holding.
Unique Wealth Strategies first reported a position in Vanguard Short-Term Treasury ETF in Q2 2024 and has held it in 5 quarters since.
Unique Wealth Strategies's Vanguard Short-Term Treasury ETF position peaked at $246K in Q4 2025.
249 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.