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

Vista Cima Wealth Management’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	$672K	Sell	11,543 -512	-4%	-$29.8K	0.5%	36
2026 Q1	$706K	Sell	12,055 -4,075	-25%	-$239K	0.7%	32
2025 Q4	$947K	Sell	16,130 -21	-0.1%	-$1.23K	0.79%	26
2025 Q3	$950K	Buy	16,151 +1,000	+7%	+$58.7K	0.79%	24
2025 Q2	$891K	Buy	15,151 +174	+1%	+$10.2K	0.83%	27
2025 Q1	$879K	Buy	14,977 +1,395	+10%	+$81.4K	0.95%	26
2024 Q4	$790K	Buy	+13,582	New	+$793K	0.82%	26

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

Vista Cima Wealth Management's VGSH Position: Q2 2026 in Review

Vista Cima Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.2% in Q2 2026, selling an estimated $29.8K and leaving 11,543 shares worth $672K. The position accounts for 0.5% of the portfolio, ranked #36.

Vista Cima Wealth Management first reported a position in VGSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $950K in Q3 2025. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Vista Cima Wealth Management held 11,543 shares of Vanguard Short-Term Treasury ETF worth $672K as of Q2 2026.
Vista Cima Wealth Management sold 512 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $29.8K.
Vanguard Short-Term Treasury ETF made up 0.5% of Vista Cima Wealth Management's portfolio in Q2 2026, its #36 holding.
Vista Cima Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Vista Cima Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $950K in Q3 2025.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.