Valmark Advisers’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Valmark Advisers’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 Q1	$73.8M	Sell	1,260,898 -87,353	-6%	-$5.13M	0.88%	24
2025 Q4	$79.2M	Buy	1,348,251 +36,495	+3%	+$2.15M	0.98%	21
2025 Q3	$77.2M	Buy	1,311,756 +38,171	+3%	+$2.24M	1%	21
2025 Q2	$74.9M	Buy	1,273,585 +10,157	+0.8%	+$595K	1.04%	20
2025 Q1	$74.2M	Sell	1,263,428 -8,547	-0.7%	-$499K	1.12%	21
2024 Q4	$74M	Sell	1,271,975 -1,268,500	-50%	-$74M	1.15%	21
2024 Q3	$150M	Buy	2,540,475 +128,764	+5%	+$7.54M	2.34%	12
2024 Q2	$140M	Buy	2,411,711 +177,075	+8%	+$10.2M	2.37%	12
2024 Q1	$130M	Buy	2,234,636 +41,114	+2%	+$2.39M	2.26%	12
2023 Q4	$128M	Buy	2,193,522 +156,959	+8%	+$9.07M	2.39%	12
2023 Q3	$117M	Buy	2,036,563 +20,973	+1%	+$1.21M	2.43%	12
2023 Q2	$116M	Buy	2,015,590 +74,360	+4%	+$4.33M	2.37%	12
2023 Q1	$114M	Buy	1,941,230 +62,091	+3%	+$3.61M	2.45%	11
2022 Q4	$109M	Sell	1,879,139 -497,172	-21%	-$28.7M	2.51%	12
2022 Q3	$137M	Sell	2,376,311 -12,865	-0.5%	-$753K	2.76%	11
2022 Q2	$141M	Sell	2,389,176 -82,181	-3%	-$4.85M	2.73%	11
2022 Q1	$146M	Buy	2,471,357 +2,106	+0.1%	+$127K	2.58%	12
2021 Q4	$150M	Buy	2,469,251 +59,904	+2%	+$3.66M	2.59%	13
2021 Q3	$148M	Buy	2,409,347 +44,704	+2%	+$2.75M	2.71%	13
2021 Q2	$145M	Buy	2,364,643 +150,218	+7%	+$9.24M	2.66%	13
2021 Q1	$136M	Buy	2,214,425 +63,795	+3%	+$3.93M	2.63%	13
2020 Q4	$132M	Buy	2,150,630 +98,796	+5%	+$6.12M	2.7%	13
2020 Q3	$127M	Buy	2,051,834 +48,583	+2%	+$3.02M	2.89%	13
2020 Q2	$125M	Buy	2,003,251 +35,311	+2%	+$2.2M	2.93%	13
2020 Q1	$123M	Sell	1,967,940 -154,082	-7%	-$9.46M	3.2%	11
2019 Q4	$129M	Buy	2,122,022 +23,142	+1%	+$1.41M	2.8%	13
2019 Q3	$128M	Sell	2,098,880 -25,072	-1%	-$1.53M	2.84%	13
2019 Q2	$129M	Sell	2,123,952 -6,100	-0.3%	-$369K	2.84%	13
2019 Q1	$129M	Buy	2,130,052 +1,373,299	+181%	+$82.6M	2.87%	12
2018 Q4	$45.5M	Sell	756,753 -49,386	-6%	-$2.95M	1.09%	26
2018 Q3	$48.2M	Buy	806,139 +4,360	+0.5%	+$261K	1.06%	24
2018 Q2	$48M	Buy	+801,779	New	+$48M	1.06%	25

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

Valmark Advisers's VGSH Position: Q1 2026 in Review

Valmark Advisers reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 6.5% in Q1 2026, selling an estimated $5.13M and leaving 1,260,898 shares worth $73.8M. The position accounts for 0.88% of the portfolio, ranked #24.

Valmark Advisers first reported a position in VGSH in Q2 2018 and has held it in 32 quarters since. The position peaked at $150M in Q4 2021. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Valmark Advisers held 1,260,898 shares of Vanguard Short-Term Treasury ETF worth $73.8M as of Q1 2026.
Valmark Advisers sold 87,353 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $5.13M.
Vanguard Short-Term Treasury ETF made up 0.88% of Valmark Advisers's portfolio in Q1 2026, its #24 holding.
Valmark Advisers first reported a position in Vanguard Short-Term Treasury ETF in Q2 2018 and has held it in 32 quarters since.
Valmark Advisers's Vanguard Short-Term Treasury ETF position peaked at $150M in Q4 2021.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.