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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
Q2 		$10.1M Buy
173,787
+9,494
+6% +$553K 4.62% 1
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Values First Advisors's VGSH Position: Q2 2026 in Review

Values First Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.8% in Q2 2026, buying an estimated $553K and bringing the position to 173,787 shares worth $10.1M. The position accounts for 4.62% of the portfolio, ranked #1.

Values First Advisors first reported a position in VGSH in Q4 2019 and has held it in 27 quarters since. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Values First Advisors held 173,787 shares of Vanguard Short-Term Treasury ETF worth $10.1M as of Q2 2026.
  • Values First Advisors bought 9,494 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $553K.
  • Vanguard Short-Term Treasury ETF made up 4.62% of Values First Advisors's portfolio in Q2 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 27 quarters since.
  • 1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.