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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Vista Investment Management's VGSH Position: Q1 2026 in Review

Vista Investment Management held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q1 2026 at 11,609 shares worth $680K. The position accounts for 0.23% of the portfolio, ranked #108.

Vista Investment Management first reported a position in VGSH in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.52M in Q3 2020. 1,053 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Vista Investment Management held 11,609 shares of Vanguard Short-Term Treasury ETF worth $680K as of Q1 2026.
Vista Investment Management left its Vanguard Short-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Short-Term Treasury ETF made up 0.23% of Vista Investment Management's portfolio in Q1 2026, its #108 holding.
Vista Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and has held it in 14 quarters since.
Vista Investment Management's Vanguard Short-Term Treasury ETF position peaked at $1.52M in Q3 2020.
1,053 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.