Whalen Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Whalen Wealth Management’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 Q1	$387K	Buy	+6,619	New	+$389K	0.21%	122

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Whalen Wealth Management's VGSH Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026: 6,619 shares worth $387K. The stake represents 0.21% of the portfolio and ranks #122 among its holdings.

1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Whalen Wealth Management held 6,619 shares of Vanguard Short-Term Treasury ETF worth $387K as of Q1 2026.
Vanguard Short-Term Treasury ETF was a new Whalen Wealth Management position in Q1 2026.
Vanguard Short-Term Treasury ETF made up 0.21% of Whalen Wealth Management's portfolio in Q1 2026, its #122 holding.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.