Values First Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Values First Advisors’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	$9.62M	Buy	164,293 +2,880	+2%	+$169K	5.01%	1
2025 Q4	$9.48M	Buy	161,413 +8,128	+5%	+$478K	4.92%	1
2025 Q3	$9.02M	Buy	153,285 +25,643	+20%	+$1.5M	4.83%	1
2025 Q2	$7.5M	Sell	127,642 -4,099	-3%	-$240K	4.09%	2
2025 Q1	$7.73M	Buy	131,741 +647	+0.5%	+$37.8K	4.51%	2
2024 Q4	$7.63M	Sell	131,094 -26,848	-17%	-$1.57M	4.2%	2
2024 Q3	$9.32M	Buy	157,942 +80,569	+104%	+$4.72M	5.06%	2
2024 Q2	$4.49M	Buy	77,373 +754	+1%	+$43.6K	2.69%	4
2024 Q1	$4.45M	Buy	76,619 +3,683	+5%	+$214K	2.61%	4
2023 Q4	$4.25M	Buy	72,936 +9,369	+15%	+$542K	2.57%	4
2023 Q3	$3.66M	Sell	63,567 -604	-0.9%	-$34.8K	2.37%	7
2023 Q2	$3.7M	Buy	64,171 +1,440	+2%	+$83.8K	2.24%	7
2023 Q1	$3.67M	Buy	62,731 +425	+0.7%	+$24.7K	2.34%	5
2022 Q4	$3.6M	Sell	62,306 -19,378	-24%	-$1.12M	2.51%	5
2022 Q3	$4.72M	Buy	81,684 +2,178	+3%	+$128K	3.39%	4
2022 Q2	$4.68M	Buy	79,506 +35,770	+82%	+$2.11M	3.32%	3
2022 Q1	$2.59M	Sell	43,736 -666	-1%	-$40K	1.64%	11
2021 Q4	$2.7M	Buy	44,402 +8,155	+22%	+$499K	1.6%	10
2021 Q3	$2.23M	Buy	36,247 +3,289	+10%	+$202K	1.44%	19
2021 Q2	$2.02M	Buy	32,958 +1,344	+4%	+$82.7K	1.37%	24
2021 Q1	$1.95M	Buy	31,614 +2,023	+7%	+$125K	1.44%	16
2020 Q4	$1.82M	Buy	29,591 +898	+3%	+$55.7K	1.45%	16
2020 Q3	$1.78M	Buy	28,693 +3,961	+16%	+$246K	1.64%	10
2020 Q2	$1.54M	Sell	24,732 -561	-2%	-$34.9K	1.52%	12
2020 Q1	$1.58M	Buy	25,293 +1,293	+5%	+$79.3K	1.89%	9
2019 Q4	$1.46M	Buy	+24,000	New	+$1.46M	1.41%	20

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

Values First Advisors's VGSH Position: Q1 2026 in Review

Values First Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.8% in Q1 2026, buying an estimated $169K and bringing the position to 164,293 shares worth $9.62M. The position accounts for 5.01% of the portfolio, ranked #1.

Values First Advisors first reported a position in VGSH in Q4 2019 and has held it in 26 quarters since. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Values First Advisors held 164,293 shares of Vanguard Short-Term Treasury ETF worth $9.62M as of Q1 2026.
Values First Advisors bought 2,880 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $169K.
Vanguard Short-Term Treasury ETF made up 5.01% of Values First Advisors's portfolio in Q1 2026, its #1 holding.
Values First Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and has held it in 26 quarters since.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.