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

Wellspring 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 		$50.3M Buy
863,583
+94,141
+12% +$5.49M 3.31% 8
2026
Q1 		$45M Buy
769,442
+286,940
+59% +$16.8M 3.38% 8
2025
Q4 		$28.3M Buy
482,502
+140,903
+41% +$8.28M 2.24% 11
2025
Q3 		$20.1M Buy
+341,599
New +$20M 1.85% 13
2024
Q1 		– Sell
-9,975
Closed -$582K – 151
2023
Q4 		$582K Buy
+9,975
New +$577K 0.14% 65

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

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

Wellspring Financial Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 12% in Q2 2026, buying an estimated $5.49M and bringing the position to 863,583 shares worth $50.3M. The position accounts for 3.31% of the portfolio, ranked #8.

Wellspring Financial Advisors first reported a position in VGSH in Q4 2023 and has held it in 5 quarters since. 230 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Wellspring Financial Advisors held 863,583 shares of Vanguard Short-Term Treasury ETF worth $50.3M as of Q2 2026.
  • Wellspring Financial Advisors bought 94,141 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $5.49M.
  • Vanguard Short-Term Treasury ETF made up 3.31% of Wellspring Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 5 quarters since.
  • 230 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.