Waverly Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Waverly 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 Q1	$1.61M	Sell	27,451 -3,036	-10%	-$178K	0.01%	687
2025 Q4	$1.79M	Buy	30,487 +16,751	+122%	+$985K	0.01%	618
2025 Q3	$808K	Sell	13,736 -148	-1%	-$8.68K	0.01%	698
2025 Q2	$816K	Buy	13,884 +47	+0.3%	+$2.75K	0.01%	667
2025 Q1	$812K	Buy	13,837 +2,026	+17%	+$118K	0.01%	652
2024 Q4	$687K	Sell	11,811 -7,593	-39%	-$443K	0.01%	602
2024 Q3	$1.15M	Sell	19,404 -5,176	-21%	-$303K	0.02%	425
2024 Q2	$1.43M	Buy	24,580 +1,637	+7%	+$94.6K	0.03%	374
2024 Q1	$1.33M	Buy	22,943 +1,812	+9%	+$105K	0.03%	321
2023 Q4	$1.23M	Sell	21,131 -101,885	-83%	-$5.89M	0.05%	198
2023 Q3	$7.09M	Sell	123,016 -591	-0.5%	-$34.1K	0.31%	63
2023 Q2	$7.14M	Sell	123,607 -8,354	-6%	-$486K	0.31%	57
2023 Q1	$7.72M	Sell	131,961 -15,884	-11%	-$922K	0.4%	45
2022 Q4	$8.55M	Sell	147,845 -9,221	-6%	-$533K	0.47%	43
2022 Q3	$9.08M	Buy	+157,066	New	+$9.2M	0.64%	28
2020 Q3	–	Sell	-3,458	Closed	-$215K	–	158
2020 Q2	$215K	Hold	3,458	–	–	0.03%	138
2020 Q1	$216K	Buy	+3,458	New	+$212K	0.04%	129

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

Waverly Advisors's VGSH Position: Q1 2026 in Review

Waverly Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 10% in Q1 2026, selling an estimated $178K and leaving 27,451 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #687.

Waverly Advisors first reported a position in VGSH in Q1 2020 and has held it in 17 quarters since. The position peaked at $9.08M in Q3 2022. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Waverly Advisors held 27,451 shares of Vanguard Short-Term Treasury ETF worth $1.61M as of Q1 2026.
Waverly Advisors sold 3,036 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $178K.
Vanguard Short-Term Treasury ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #687 holding.
Waverly Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 17 quarters since.
Waverly Advisors's Vanguard Short-Term Treasury ETF position peaked at $9.08M in Q3 2022.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.