Valley Wealth Managers’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Valley Wealth Managers’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	$547K	Sell	9,391 -584	-6%	-$34K	0.03%	164
2026 Q1	$584K	Sell	9,975 -49	-0.5%	-$2.88K	0.04%	159
2025 Q4	$589K	Sell	10,024 -18	-0.2%	-$1.06K	0.04%	161
2025 Q3	$591K	Sell	10,042 -886	-8%	-$52K	0.04%	159
2025 Q2	$642K	Sell	10,928 -6	-0.1%	-$351	0.05%	146
2025 Q1	$642K	Sell	10,934 -32	-0.3%	-$1.87K	0.05%	142
2024 Q4	$638K	Sell	10,966 -143	-1%	-$8.35K	0.05%	145
2024 Q3	$656K	Buy	11,109 +113	+1%	+$6.62K	0.05%	144
2024 Q2	$638K	Buy	10,996 +203	+2%	+$11.7K	0.05%	145
2024 Q1	$627K	Buy	10,793 +461	+4%	+$26.8K	0.05%	137
2023 Q4	$603K	Sell	10,332 -380	-4%	-$22K	0.05%	137
2023 Q3	$617K	Sell	10,712 -4,602	-30%	-$265K	0.05%	138
2023 Q2	$884K	Buy	15,314 +1,764	+13%	+$103K	0.08%	110
2023 Q1	$793K	Buy	13,550 +3,750	+38%	+$218K	0.07%	112
2022 Q4	$567K	Buy	+9,800	New	+$566K	0.05%	121

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

Valley Wealth Managers's VGSH Position: Q2 2026 in Review

Valley Wealth Managers reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.9% in Q2 2026, selling an estimated $34K and leaving 9,391 shares worth $547K. The position accounts for 0.03% of the portfolio, ranked #164.

Valley Wealth Managers first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $884K in Q2 2023. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Valley Wealth Managers held 9,391 shares of Vanguard Short-Term Treasury ETF worth $547K as of Q2 2026.
Valley Wealth Managers sold 584 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $34K.
Vanguard Short-Term Treasury ETF made up 0.03% of Valley Wealth Managers's portfolio in Q2 2026, its #164 holding.
Valley Wealth Managers first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Valley Wealth Managers's Vanguard Short-Term Treasury ETF position peaked at $884K in Q2 2023.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.