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

Websterrogers Financial 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 Q2	$14.6M	Buy	251,714 +18,388	+8%	+$1.07M	3.75%	10
2026 Q1	$13.7M	Buy	233,326 +5,260	+2%	+$309K	3.91%	11
2025 Q4	$13.4M	Buy	228,066 +11,463	+5%	+$674K	3.89%	10
2025 Q3	$12.7M	Buy	216,603 +13,835	+7%	+$812K	3.82%	10
2025 Q2	$11.9M	Buy	202,768 +2,166	+1%	+$127K	3.79%	10
2025 Q1	$11.8M	Sell	200,602 -6,465	-3%	-$377K	4.02%	9
2024 Q4	$12M	Buy	207,067 +3,204	+2%	+$187K	4.18%	8
2024 Q3	$12M	Sell	203,863 -11,968	-6%	-$701K	4.21%	8
2024 Q2	$12.5M	Buy	215,831 +17,713	+9%	+$1.02M	4.46%	8
2024 Q1	$11.5M	Buy	198,118 +165,880	+515%	+$9.65M	4.09%	8
2023 Q4	$1.88M	Hold	32,238	–	–	0.78%	24
2023 Q3	$1.86M	Hold	32,238	–	–	0.82%	24
2023 Q2	$1.86M	Buy	+32,238	New	+$1.88M	0.81%	25
2022 Q3	–	Sell	-32,238	Closed	-$1.9M	–	58
2022 Q2	$1.9M	Buy	+32,238	New	+$1.9M	0.93%	16

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

Websterrogers Financial Advisors's VGSH Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.9% in Q2 2026, buying an estimated $1.07M and bringing the position to 251,714 shares worth $14.6M. The position accounts for 3.75% of the portfolio, ranked #10.

Websterrogers Financial Advisors first reported a position in VGSH in Q2 2022 and has held it in 14 quarters since. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Websterrogers Financial Advisors held 251,714 shares of Vanguard Short-Term Treasury ETF worth $14.6M as of Q2 2026.
Websterrogers Financial Advisors bought 18,388 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.07M.
Vanguard Short-Term Treasury ETF made up 3.75% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #10 holding.
Websterrogers Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 14 quarters since.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.