VisionPoint Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

VisionPoint Advisory Group’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	$260K	Sell	4,475 -285	-6%	-$16.6K	0.04%	399
2026 Q1	$279K	Buy	4,760 +302	+7%	+$17.7K	0.05%	351
2025 Q4	$262K	Buy	4,458 +365	+9%	+$21.5K	0.05%	326
2025 Q3	$241K	Buy	+4,093	New	+$240K	0.05%	346
2025 Q1	–	Sell	-4,783	Closed	-$278K	–	308
2024 Q4	$278K	Sell	4,783 -507	-10%	-$29.6K	0.1%	153
2024 Q3	$312K	Buy	5,290 +1,141	+28%	+$66.8K	0.11%	138
2024 Q2	$241K	Buy	4,149 +402	+11%	+$23.2K	0.09%	149
2024 Q1	$218K	Buy	3,747 +618	+20%	+$35.9K	0.08%	160
2023 Q4	$183K	Buy	3,129 +502	+19%	+$29K	0.07%	158
2023 Q3	$151K	Buy	+2,627	New	+$151K	0.06%	157

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

VisionPoint Advisory Group's VGSH Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 6% in Q2 2026, selling an estimated $16.6K and leaving 4,475 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #399.

VisionPoint Advisory Group first reported a position in VGSH in Q3 2023 and has held it in 10 quarters since. The position peaked at $312K in Q3 2024. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

VisionPoint Advisory Group held 4,475 shares of Vanguard Short-Term Treasury ETF worth $260K as of Q2 2026.
VisionPoint Advisory Group sold 285 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $16.6K.
Vanguard Short-Term Treasury ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #399 holding.
VisionPoint Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 10 quarters since.
VisionPoint Advisory Group's Vanguard Short-Term Treasury ETF position peaked at $312K in Q3 2024.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.