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

Univest Financial’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	$743K	Hold	12,763	–	–	0.04%	175
2026 Q1	$747K	Buy	12,763 +1,883	+17%	+$111K	0.04%	167
2025 Q4	$639K	Sell	10,880 -310	-3%	-$18.2K	0.03%	185
2025 Q3	$659K	Hold	11,190	–	–	0.04%	179
2025 Q2	$658K	Buy	11,190 +1,721	+18%	+$101K	0.04%	178
2025 Q1	$556K	Buy	9,469 +415	+5%	+$24.2K	0.04%	193
2024 Q4	$527K	Sell	9,054 -43	-0.5%	-$2.51K	0.03%	195
2024 Q3	$537K	Buy	+9,097	New	+$533K	0.04%	192

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

Univest Financial's VGSH Position: Q2 2026 in Review

Univest Financial held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 12,763 shares worth $743K. The position accounts for 0.04% of the portfolio, ranked #175.

Univest Financial first reported a position in VGSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $747K in Q1 2026. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Univest Financial held 12,763 shares of Vanguard Short-Term Treasury ETF worth $743K as of Q2 2026.
Univest Financial left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.04% of Univest Financial's portfolio in Q2 2026, its #175 holding.
Univest Financial first reported a position in Vanguard Short-Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Univest Financial's Vanguard Short-Term Treasury ETF position peaked at $747K in Q1 2026.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.