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

WBH 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	$20.9M	Buy	359,071 +12,707	+4%	+$741K	1.4%	15
2026 Q1	$20.2M	Buy	346,364 +15,099	+5%	+$886K	1.51%	16
2025 Q4	$19.5M	Buy	331,265 +16,213	+5%	+$953K	1.44%	21
2025 Q3	$18.5M	Sell	315,052 -15,196	-5%	-$892K	1.42%	20
2025 Q2	$19.4M	Sell	330,248 -28,948	-8%	-$1.7M	1.65%	15
2025 Q1	$21.1M	Sell	359,196 -37,790	-10%	-$2.21M	1.97%	9
2024 Q4	$23.1M	Sell	396,986 -25,904	-6%	-$1.51M	2.14%	8
2024 Q3	$25M	Sell	422,890 -16,208	-4%	-$949K	2.36%	6
2024 Q2	$25.5M	Buy	439,098 +126,158	+40%	+$7.29M	2.58%	6
2024 Q1	$18.2M	Sell	312,940 -42,744	-12%	-$2.49M	1.87%	13
2023 Q4	$20.7M	Buy	355,684 +107,676	+43%	+$6.22M	2.31%	6
2023 Q3	$14.3M	Buy	248,008 +48,845	+25%	+$2.82M	1.75%	12
2023 Q2	$11.5M	Sell	199,163 -6,645	-3%	-$387K	1.36%	17
2023 Q1	$12M	Buy	+205,808	New	+$11.9M	1.5%	14
2022 Q3	$10.8M	Buy	186,684 +88,625	+90%	+$5.19M	1.56%	15
2022 Q2	$5.76M	Sell	98,059 -48,141	-33%	-$2.84M	0.77%	40
2022 Q1	$8.63M	Buy	146,200 +104,525	+251%	+$6.28M	1.06%	27
2021 Q4	$2.54M	Buy	41,675 +16,739	+67%	+$1.02M	0.29%	78
2021 Q3	$1.53M	Buy	24,936 +4,003	+19%	+$246K	0.21%	110
2021 Q2	$1.29M	Buy	20,933 +5,729	+38%	+$352K	0.19%	101
2021 Q1	$935K	Buy	15,204 +1,381	+10%	+$85K	0.15%	121
2020 Q4	$852K	Sell	13,823 -43,161	-76%	-$2.67M	0.15%	124
2020 Q3	$3.54M	Buy	+56,984	New	+$3.54M	0.71%	37

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

WBH Advisory's VGSH Position: Q2 2026 in Review

WBH Advisory increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.7% in Q2 2026, buying an estimated $741K and bringing the position to 359,071 shares worth $20.9M. The position accounts for 1.4% of the portfolio, ranked #15.

WBH Advisory first reported a position in VGSH in Q3 2020 and has held it in 23 quarters since. The position peaked at $25.5M in Q2 2024. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

WBH Advisory held 359,071 shares of Vanguard Short-Term Treasury ETF worth $20.9M as of Q2 2026.
WBH Advisory bought 12,707 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $741K.
Vanguard Short-Term Treasury ETF made up 1.4% of WBH Advisory's portfolio in Q2 2026, its #15 holding.
WBH Advisory first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and has held it in 23 quarters since.
WBH Advisory's Vanguard Short-Term Treasury ETF position peaked at $25.5M in Q2 2024.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.