Walkner Condon Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Walkner Condon Financial Advisors’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	$464K	Buy	7,971 +302	+4%	+$17.6K	0.05%	197
2026 Q1	$449K	Buy	7,669 +3,411	+80%	+$200K	0.06%	189
2025 Q4	$250K	Buy	+4,258	New	+$250K	0.03%	261
2023 Q4	–	Sell	-4,684	Closed	-$270K	–	277
2023 Q3	$270K	Sell	4,684 -200	-4%	-$11.5K	0.07%	209
2023 Q2	$282K	Buy	4,884 +607	+14%	+$35.3K	0.07%	194
2023 Q1	$250K	Buy	4,277 +418	+11%	+$24.3K	0.07%	200
2022 Q4	$223K	Sell	3,859 -10,000	-72%	-$578K	0.07%	210
2022 Q3	$801K	Sell	13,859 -2,200	-14%	-$129K	0.26%	82
2022 Q2	$945K	Buy	16,059 +2,382	+17%	+$141K	0.3%	75
2022 Q1	$810K	Buy	+13,677	New	+$822K	0.23%	89

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

Walkner Condon Financial Advisors's VGSH Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.9% in Q2 2026, buying an estimated $17.6K and bringing the position to 7,971 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #197.

Walkner Condon Financial Advisors first reported a position in VGSH in Q1 2022 and has held it in 10 quarters since. The position peaked at $945K in Q2 2022. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Walkner Condon Financial Advisors held 7,971 shares of Vanguard Short-Term Treasury ETF worth $464K as of Q2 2026.
Walkner Condon Financial Advisors bought 302 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $17.6K.
Vanguard Short-Term Treasury ETF made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #197 holding.
Walkner Condon Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2022 and has held it in 10 quarters since.
Walkner Condon Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $945K in Q2 2022.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.