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

Wells 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	$352K	Sell	6,050 -1,760	-23%	-$103K	3.27%	12
2026 Q1	$457K	Sell	7,810 -1,930	-20%	-$113K	2.08%	18
2025 Q4	$572K	Sell	9,740 -8,942	-48%	-$526K	1.09%	21
2025 Q3	$1.1M	Sell	18,682 -25,699	-58%	-$1.51M	1.47%	20
2025 Q2	$2.61M	Sell	44,381 -7,687	-15%	-$450K	3.58%	10
2025 Q1	$3.06M	Sell	52,068 -1,299	-2%	-$75.8K	4.21%	8
2024 Q4	$3.1M	Sell	53,367 -3,021	-5%	-$176K	4.23%	8
2024 Q3	$3.33M	Sell	56,388 -107,085	-66%	-$6.27M	4.5%	6
2024 Q2	$9.48M	Sell	163,473 -21,353	-12%	-$1.23M	6.24%	4
2024 Q1	$10.7M	Sell	184,826 -4,743	-3%	-$276K	7.31%	4
2023 Q4	$11.1M	Sell	189,569 -6,080	-3%	-$351K	8.03%	4
2023 Q3	$11.3M	Sell	195,649 -2,488	-1%	-$143K	8.76%	3
2023 Q2	$11.4M	Buy	198,137 +77,464	+64%	+$4.51M	8.64%	3
2023 Q1	$7.06M	Sell	120,673 -3,766	-3%	-$219K	5.63%	6
2022 Q4	$7.2M	Buy	124,439 +121,984	+4,969%	+$7.05M	5.95%	6
2022 Q3	$142K	Buy	+2,455	New	+$144K	0.14%	38

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

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

Wells Financial Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 23% in Q2 2026, selling an estimated $103K and leaving 6,050 shares worth $352K. The position accounts for 3.27% of the portfolio, ranked #12.

Wells Financial Advisors first reported a position in VGSH in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.4M in Q2 2023. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Wells Financial Advisors held 6,050 shares of Vanguard Short-Term Treasury ETF worth $352K as of Q2 2026.
Wells Financial Advisors sold 1,760 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $103K.
Vanguard Short-Term Treasury ETF made up 3.27% of Wells Financial Advisors's portfolio in Q2 2026, its #12 holding.
Wells Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
Wells Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $11.4M in Q2 2023.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.