Vertrix Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.27M Buy
21,853
+6,701
+44% +$391K 0.43% 60
2026
Q1
$887K Buy
+15,152
New +$889K 0.33% 62

Other funds holding VGSH

Vertrix Wealth Management's VGSH Position: Q2 2026 in Review

Vertrix Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 44% in Q2 2026, buying an estimated $391K and bringing the position to 21,853 shares worth $1.27M. The position accounts for 0.43% of the portfolio, ranked #60.

Vertrix Wealth Management first reported a position in VGSH in Q1 2026 and has held it in 2 quarters since. 1,085 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Vertrix Wealth Management held 21,853 shares of Vanguard Short-Term Treasury ETF worth $1.27M as of Q2 2026.
  • Vertrix Wealth Management bought 6,701 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $391K.
  • Vanguard Short-Term Treasury ETF made up 0.43% of Vertrix Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Vertrix Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.