White Lighthouse Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

White Lighthouse Investment 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 Q2	$4.72M	Buy	81,101 +1,744	+2%	+$102K	0.59%	31
2026 Q1	$4.65M	Buy	79,357 +4,986	+7%	+$293K	0.64%	30
2025 Q4	$4.37M	Buy	74,371 +4,913	+7%	+$289K	0.61%	31
2025 Q3	$4.09M	Sell	69,458 -580	-0.8%	-$34K	0.62%	30
2025 Q2	$4.12M	Sell	70,038 -471	-0.7%	-$27.6K	0.67%	29
2025 Q1	$4.14M	Sell	70,509 -3,556	-5%	-$208K	0.74%	28
2024 Q4	$4.31M	Buy	74,065 +7,161	+11%	+$418K	0.76%	28
2024 Q3	$3.95M	Sell	66,904 -687	-1%	-$40.2K	0.71%	30
2024 Q2	$3.92M	Sell	67,591 -5,864	-8%	-$339K	0.76%	28
2024 Q1	$4.27M	Buy	73,455 +6,366	+9%	+$370K	0.87%	27
2023 Q4	$3.91M	Sell	67,089 -3,411	-5%	-$197K	0.86%	26
2023 Q3	$4.06M	Buy	70,500 +4,033	+6%	+$232K	0.99%	23
2023 Q2	$3.84M	Sell	66,467 -6,469	-9%	-$377K	0.92%	25
2023 Q1	$4.27M	Sell	72,936 -2,921	-4%	-$170K	1.08%	23
2022 Q4	$4.39M	Sell	75,857 -2,884	-4%	-$167K	1.19%	20
2022 Q3	$4.55M	Sell	78,741 -11,094	-12%	-$649K	1.33%	20
2022 Q2	$5.29M	Sell	89,835 -14,195	-14%	-$837K	1.51%	18
2022 Q1	$6.17M	Sell	104,030 -24,516	-19%	-$1.47M	1.57%	18
2021 Q4	$7.82M	Buy	128,546 +1,213	+1%	+$74.2K	1.95%	14
2021 Q3	$7.82M	Buy	127,333 +20,141	+19%	+$1.24M	2.1%	12
2021 Q2	$6.58M	Buy	107,192 +12,906	+14%	+$794K	1.8%	15
2021 Q1	$5.8M	Sell	94,286 -13,355	-12%	-$822K	1.77%	14
2020 Q4	$6.63M	Sell	107,641 -4,396	-4%	-$272K	2.12%	12
2020 Q3	$6.96M	Buy	112,037 +11,108	+11%	+$690K	2.41%	12
2020 Q2	$6.28M	Buy	100,929 +8,621	+9%	+$536K	2.31%	14
2020 Q1	$5.75M	Buy	92,308 +71,227	+338%	+$4.37M	2.41%	13
2019 Q4	$1.28M	Buy	21,081 +5,889	+39%	+$358K	0.47%	45
2019 Q3	$926K	Buy	+15,192	New	+$925K	0.37%	53

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

White Lighthouse Investment Management's VGSH Position: Q2 2026 in Review

White Lighthouse Investment Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.2% in Q2 2026, buying an estimated $102K and bringing the position to 81,101 shares worth $4.72M. The position accounts for 0.59% of the portfolio, ranked #31.

White Lighthouse Investment Management first reported a position in VGSH in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.82M in Q3 2021. 1,092 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

White Lighthouse Investment Management held 81,101 shares of Vanguard Short-Term Treasury ETF worth $4.72M as of Q2 2026.
White Lighthouse Investment Management bought 1,744 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $102K.
Vanguard Short-Term Treasury ETF made up 0.59% of White Lighthouse Investment Management's portfolio in Q2 2026, its #31 holding.
White Lighthouse Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2019 and has held it in 28 quarters since.
White Lighthouse Investment Management's Vanguard Short-Term Treasury ETF position peaked at $7.82M in Q3 2021.
1,092 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.