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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$989K Buy
16,996
+9,636
+131% +$562K 0.41% 56
2026
Q1
$431K Sell
7,360
-1,959
-21% -$115K 0.19% 93
2025
Q4
$547K Buy
+9,319
New +$548K 0.29% 60

Other funds holding VGSH

Walser Wealth Management's VGSH Position: Q2 2026 in Review

Walser Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 131% in Q2 2026, buying an estimated $562K and bringing the position to 16,996 shares worth $989K. The position accounts for 0.41% of the portfolio, ranked #56.

Walser Wealth Management first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. 1,085 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Walser Wealth Management held 16,996 shares of Vanguard Short-Term Treasury ETF worth $989K as of Q2 2026.
  • Walser Wealth Management bought 9,636 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $562K.
  • Vanguard Short-Term Treasury ETF made up 0.41% of Walser Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Walser Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.