Wealthspire Advisors (New York)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Wealthspire Advisors (New York)’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	$3.08M	Buy	+52,887	New	+$3.08M	0.02%	341
2025 Q4	–	Sell	-374	Closed	-$22K	–	2832
2025 Q3	$22K	Buy	+374	New	+$21.9K	﹤0.01%	1631
2022 Q2	–	Sell	-43,665	Closed	-$2.59M	–	526
2022 Q1	$2.59M	Hold	43,665	–	–	0.06%	109
2021 Q4	$2.66M	Hold	43,665	–	–	0.06%	118
2021 Q3	$2.68M	Hold	43,665	–	–	0.06%	138
2021 Q2	$2.68M	Sell	43,665 -4,333	-9%	-$267K	0.07%	95
2021 Q1	$2.95M	Sell	47,998 -18,482	-28%	-$1.14M	0.07%	131
2020 Q4	$4.09M	Buy	66,480 +3,390	+5%	+$210K	0.12%	82
2020 Q3	$3.92M	Buy	63,090 +110	+0.2%	+$6.83K	0.23%	51
2020 Q2	$3.92M	Buy	62,980 +4,815	+8%	+$300K	0.27%	41
2020 Q1	$3.63M	Buy	+58,165	New	+$3.57M	0.15%	78

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

Wealthspire Advisors (New York)'s VGSH Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 52,887 shares worth $3.08M. The stake represents 0.02% of the portfolio and ranks #341 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in VGSH as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in VGSH in Q1 2020 and has held it in 11 quarters since. The position peaked at $4.09M in Q4 2020. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Wealthspire Advisors (New York) held 52,887 shares of Vanguard Short-Term Treasury ETF worth $3.08M as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #341 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s Vanguard Short-Term Treasury ETF position peaked at $4.09M in Q4 2020.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.