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

Vista Investment 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	$729K	Buy	12,527 +918	+8%	+$53.5K	0.22%	111
2026 Q1	$680K	Hold	11,609	–	–	0.23%	108
2025 Q4	$682K	Buy	+11,609	New	+$682K	0.23%	105
2022 Q4	–	Sell	-8,005	Closed	-$463K	–	166
2022 Q3	$463K	Sell	8,005 -254	-3%	-$14.9K	0.29%	103
2022 Q2	$486K	Sell	8,259 -6,261	-43%	-$369K	0.29%	101
2022 Q1	$860K	Sell	14,520 -6,223	-30%	-$374K	0.47%	71
2021 Q4	$1.26M	Buy	20,743 +56	+0.3%	+$3.42K	0.69%	49
2021 Q3	$1.27M	Sell	20,687 -9	-0%	-$553	0.75%	48
2021 Q2	$1.27M	Buy	20,696 +1,117	+6%	+$68.7K	0.75%	44
2021 Q1	$1.21M	Buy	19,579 +6	+0%	+$369	0.75%	46
2020 Q4	$1.21M	Sell	19,573 -4,946	-20%	-$307K	0.81%	43
2020 Q3	$1.52M	Buy	24,519 +59	+0.2%	+$3.67K	1.16%	28
2020 Q2	$1.52M	Buy	24,460 +63	+0.3%	+$3.92K	1.31%	22
2020 Q1	$1.52M	Buy	24,397 +2,027	+9%	+$124K	1.55%	19
2019 Q4	$1.36M	Buy	+22,370	New	+$1.36M	1.02%	34

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 Investment Management's VGSH Position: Q2 2026 in Review

Vista Investment Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.9% in Q2 2026, buying an estimated $53.5K and bringing the position to 12,527 shares worth $729K. The position accounts for 0.22% of the portfolio, ranked #111.

Vista Investment Management first reported a position in VGSH in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.52M in Q3 2020. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Vista Investment Management held 12,527 shares of Vanguard Short-Term Treasury ETF worth $729K as of Q2 2026.
Vista Investment Management bought 918 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $53.5K.
Vanguard Short-Term Treasury ETF made up 0.22% of Vista Investment Management's portfolio in Q2 2026, its #111 holding.
Vista Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and has held it in 15 quarters since.
Vista Investment Management's Vanguard Short-Term Treasury ETF position peaked at $1.52M in Q3 2020.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.