VSM Wealth Advisory’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

VSM Wealth Advisory’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	$68K	Hold	1,168	–	–	0.02%	196
2026 Q1	$68.4K	Sell	1,168 -129	-10%	-$7.57K	0.02%	188
2025 Q4	$76.2K	Sell	1,297 -230,023	-99%	-$13.5M	0.02%	163
2025 Q3	$18.5M	Buy	231,320 +10,086	+5%	+$592K	5.75%	2
2025 Q2	$17.6M	Buy	221,234 +219,937	+16,957%	+$12.9M	5.81%	2
2025 Q1	$76.1K	Sell	1,297 -233	-15%	-$13.6K	0.03%	155
2024 Q4	$89K	Buy	+1,530	New	+$89.3K	0.03%	141

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

VSM Wealth Advisory's VGSH Position: Q2 2026 in Review

VSM Wealth Advisory held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 1,168 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #196.

VSM Wealth Advisory first reported a position in VGSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.5M in Q3 2025. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

VSM Wealth Advisory held 1,168 shares of Vanguard Short-Term Treasury ETF worth $68K as of Q2 2026.
VSM Wealth Advisory left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #196 holding.
VSM Wealth Advisory first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Vanguard Short-Term Treasury ETF position peaked at $18.5M in Q3 2025.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.