VERITY Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

VERITY Wealth 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	$1.47M	Sell	25,331 -1,371	-5%	-$79.9K	0.89%	17
2026 Q1	$1.56M	Buy	26,702 +1,054	+4%	+$61.9K	1.04%	14
2025 Q4	$1.51M	Hold	25,648	–	–	0.93%	13
2025 Q3	$1.51M	Sell	25,648 -2,319	-8%	-$136K	0.95%	13
2025 Q2	$1.64M	Buy	27,967 +2,740	+11%	+$160K	1.1%	13
2025 Q1	$1.48M	Buy	25,227 +4,118	+20%	+$240K	1.1%	13
2024 Q4	$1.23M	Buy	21,109 +800	+4%	+$46.7K	0.89%	18
2024 Q3	$1.2M	Buy	20,309 +1,243	+7%	+$72.8K	0.84%	22
2024 Q2	$1.11M	Sell	19,066 -242	-1%	-$14K	0.83%	22
2024 Q1	$1.12M	Buy	19,308 +5,238	+37%	+$305K	0.86%	20
2023 Q4	$821K	Sell	14,070 -796	-5%	-$46K	0.71%	29
2023 Q3	$856K	Buy	14,866 +58	+0.4%	+$3.34K	0.81%	25
2023 Q2	$855K	Buy	14,808 +1,727	+13%	+$101K	0.77%	25
2023 Q1	$766K	Buy	13,081 +1,723	+15%	+$100K	0.71%	28
2022 Q4	$657K	Sell	11,358 -198	-2%	-$11.4K	0.64%	30
2022 Q3	$668K	Buy	11,556 +5,673	+96%	+$332K	0.69%	29
2022 Q2	$346K	Sell	5,883 -73	-1%	-$4.31K	0.34%	49
2022 Q1	$353K	Buy	5,956 +515	+9%	+$30.9K	0.31%	46
2021 Q4	$331K	Buy	5,441 +426	+8%	+$26.1K	0.27%	52
2021 Q3	$308K	Hold	5,015	–	–	0.28%	50
2021 Q2	$308K	Buy	5,015 +475	+10%	+$29.2K	0.28%	46
2021 Q1	$279K	Buy	4,540 +4	+0.1%	+$246	0.25%	48
2020 Q4	$279K	Buy	4,536 +38	+0.8%	+$2.35K	0.25%	49
2020 Q3	$279K	Buy	+4,498	New	+$279K	0.28%	42

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

VERITY Wealth Advisors's VGSH Position: Q2 2026 in Review

VERITY Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.1% in Q2 2026, selling an estimated $79.9K and leaving 25,331 shares worth $1.47M. The position accounts for 0.89% of the portfolio, ranked #17.

VERITY Wealth Advisors first reported a position in VGSH in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.64M in Q2 2025. 284 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

VERITY Wealth Advisors held 25,331 shares of Vanguard Short-Term Treasury ETF worth $1.47M as of Q2 2026.
VERITY Wealth Advisors sold 1,371 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $79.9K.
Vanguard Short-Term Treasury ETF made up 0.89% of VERITY Wealth Advisors's portfolio in Q2 2026, its #17 holding.
VERITY Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and has held it in 24 quarters since.
VERITY Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $1.64M in Q2 2025.
284 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.