Wealth Dimensions Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Wealth Dimensions Group’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	$51.4M	Buy	882,471 +40,173	+5%	+$2.34M	9.2%	2
2026 Q1	$49.3M	Buy	842,298 +36,279	+5%	+$2.13M	9.7%	2
2025 Q4	$47.3M	Buy	806,019 +38,480	+5%	+$2.26M	9.39%	2
2025 Q3	$45.2M	Buy	767,539 +27,162	+4%	+$1.59M	9.29%	2
2025 Q2	$43.5M	Sell	740,377 -8,057	-1%	-$472K	9.59%	1
2025 Q1	$43.9M	Buy	748,434 +29,591	+4%	+$1.73M	10.49%	1
2024 Q4	$41.8M	Buy	718,843 +25,061	+4%	+$1.46M	10.24%	1
2024 Q3	$40.9M	Buy	693,782 +33,716	+5%	+$1.97M	10.37%	1
2024 Q2	$38.3M	Buy	660,066 +12,817	+2%	+$741K	10.91%	1
2024 Q1	$37.6M	Buy	647,249 +8,191	+1%	+$476K	11.1%	1
2023 Q4	$37.3M	Buy	639,058 +19,341	+3%	+$1.12M	11.81%	1
2023 Q3	$35.7M	Buy	619,717 +24,142	+4%	+$1.39M	12.95%	1
2023 Q2	$34.4M	Buy	595,575 +142	+0%	+$8.27K	12.52%	1
2023 Q1	$34.9M	Buy	595,433 +18,393	+3%	+$1.07M	13.49%	1
2022 Q4	$33.4M	Buy	577,040 +10,493	+2%	+$606K	13.63%	1
2022 Q3	$32.7M	Buy	566,547 +41,998	+8%	+$2.46M	16.2%	1
2022 Q2	$30.9M	Buy	+524,549	New	+$30.9M	14.66%	1

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

Wealth Dimensions Group's VGSH Position: Q2 2026 in Review

Wealth Dimensions Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.8% in Q2 2026, buying an estimated $2.34M and bringing the position to 882,471 shares worth $51.4M. The position accounts for 9.2% of the portfolio, ranked #2.

Wealth Dimensions Group first reported a position in VGSH in Q2 2022 and has held it in 17 quarters since. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Wealth Dimensions Group held 882,471 shares of Vanguard Short-Term Treasury ETF worth $51.4M as of Q2 2026.
Wealth Dimensions Group bought 40,173 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.34M.
Vanguard Short-Term Treasury ETF made up 9.2% of Wealth Dimensions Group's portfolio in Q2 2026, its #2 holding.
Wealth Dimensions Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.