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

ViaWealth’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	$634K	Sell	10,896 -2,100	-16%	-$122K	0.32%	94
2026 Q1	$761K	Sell	12,996 -859	-6%	-$50.4K	0.42%	68
2025 Q4	$814K	Sell	13,855 -4,455	-24%	-$262K	0.46%	61
2025 Q3	$1.08M	Sell	18,310 -3,839	-17%	-$225K	0.59%	48
2025 Q2	$1.3M	Sell	22,149 -5,710	-20%	-$334K	0.77%	37
2025 Q1	$1.64M	Sell	27,859 -7,866	-22%	-$459K	1.01%	26
2024 Q4	$2.08M	Sell	35,725 -5,252	-13%	-$307K	1.25%	19
2024 Q3	$2.42M	Sell	40,977 -6,945	-14%	-$407K	1.41%	17
2024 Q2	$2.78M	Sell	47,922 -2,085	-4%	-$120K	1.72%	12
2024 Q1	$2.9M	Sell	50,007 -4,642	-8%	-$270K	1.82%	12
2023 Q4	$3.19M	Buy	54,649 +2,885	+6%	+$167K	2.19%	7
2023 Q3	$2.98M	Buy	51,764 +4,930	+11%	+$284K	2.19%	8
2023 Q2	$2.7M	Sell	46,834 -348	-0.7%	-$20.3K	2.02%	8
2023 Q1	$2.76M	Buy	47,182 +8,151	+21%	+$473K	2.19%	6
2022 Q4	$2.27M	Buy	+39,031	New	+$2.25M	1.87%	7

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

ViaWealth's VGSH Position: Q2 2026 in Review

ViaWealth reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 16% in Q2 2026, selling an estimated $122K and leaving 10,896 shares worth $634K. The position accounts for 0.32% of the portfolio, ranked #94.

ViaWealth first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.19M in Q4 2023. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

ViaWealth held 10,896 shares of Vanguard Short-Term Treasury ETF worth $634K as of Q2 2026.
ViaWealth sold 2,100 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $122K.
Vanguard Short-Term Treasury ETF made up 0.32% of ViaWealth's portfolio in Q2 2026, its #94 holding.
ViaWealth first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Vanguard Short-Term Treasury ETF position peaked at $3.19M in Q4 2023.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.