Wescott Financial Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Wescott Financial Advisory 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	$2.59M	Buy	44,438 +280	+0.6%	+$16.3K	0.2%	61
2026 Q1	$2.59M	Buy	44,158 +1,474	+3%	+$86.5K	0.23%	56
2025 Q4	$2.51M	Sell	42,684 -146	-0.3%	-$8.58K	0.22%	57
2025 Q3	$2.52M	Buy	42,830 +112	+0.3%	+$6.57K	0.23%	55
2025 Q2	$2.51M	Sell	42,718 -2,489	-6%	-$146K	0.24%	54
2025 Q1	$2.65M	Sell	45,207 -207	-0.5%	-$12.1K	0.28%	51
2024 Q4	$2.64M	Sell	45,414 -2,234	-5%	-$130K	0.27%	49
2024 Q3	$2.81M	Sell	47,648 -62	-0.1%	-$3.63K	0.3%	48
2024 Q2	$2.77M	Buy	47,710 +1,405	+3%	+$81.2K	0.32%	46
2024 Q1	$2.69M	Buy	46,305 +2,081	+5%	+$121K	0.33%	44
2023 Q4	$2.58M	Buy	44,224 +8,701	+24%	+$503K	0.36%	42
2023 Q3	$2.05M	Buy	35,523 +539	+2%	+$31.1K	0.37%	46
2023 Q2	$2.02M	Buy	34,984 +193	+0.6%	+$11.2K	0.36%	48
2023 Q1	$2.04M	Buy	34,791 +2,671	+8%	+$155K	0.44%	43
2022 Q4	$1.86M	Buy	32,120 +18,120	+129%	+$1.05M	0.4%	45
2022 Q3	$809K	Buy	+14,000	New	+$820K	0.23%	60

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

Wescott Financial Advisory Group's VGSH Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.63% in Q2 2026, buying an estimated $16.3K and bringing the position to 44,438 shares worth $2.59M. The position accounts for 0.2% of the portfolio, ranked #61.

Wescott Financial Advisory Group first reported a position in VGSH in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.81M in Q3 2024. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Wescott Financial Advisory Group held 44,438 shares of Vanguard Short-Term Treasury ETF worth $2.59M as of Q2 2026.
Wescott Financial Advisory Group bought 280 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $16.3K.
Vanguard Short-Term Treasury ETF made up 0.2% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #61 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
Wescott Financial Advisory Group's Vanguard Short-Term Treasury ETF position peaked at $2.81M in Q3 2024.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.