WBI Investments’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

WBI Investments’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	–	Sell	-3,515	Closed	-$206K	–	414
2025 Q4	$206K	Sell	3,515 -27	-0.8%	-$1.59K	0.05%	307
2025 Q3	$208K	Sell	3,542 -30	-0.8%	-$1.76K	0.05%	293
2025 Q2	$210K	Sell	3,572 -830	-19%	-$48.6K	0.05%	259
2025 Q1	$258K	Buy	+4,402	New	+$257K	0.07%	199
2023 Q1	–	Sell	-27,011	Closed	-$1.56M	–	236
2022 Q4	$1.56M	Buy	27,011 +20,540	+317%	+$1.19M	0.33%	71
2022 Q3	$367K	Buy	+6,471	New	+$379K	0.11%	91
2022 Q2	–	Sell	-24,761	Closed	-$1.45M	–	203
2022 Q1	$1.45M	Buy	24,761 +1,935	+8%	+$116K	0.23%	99
2021 Q4	$1.37M	Buy	22,826 +3,154	+16%	+$193K	0.22%	93
2021 Q3	$1.19M	Buy	19,672 +3,199	+19%	+$197K	0.2%	102
2021 Q2	$1.01M	Buy	16,473 +10,897	+195%	+$670K	0.16%	103
2021 Q1	$343K	Buy	+5,576	New	+$343K	0.05%	162

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

WBI Investments's VGSH Position: Q1 2026 in Review

WBI Investments sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 3,515 shares — an estimated $206K sold.

WBI Investments first reported a position in VGSH in Q1 2021 and held it in 11 quarters. The position peaked at $1.56M in Q4 2022. 1,065 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

WBI Investments reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 3,515 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $206K.
WBI Investments first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and held it in 11 quarters.
WBI Investments's Vanguard Short-Term Treasury ETF position peaked at $1.56M in Q4 2022.
1,065 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.