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

Williams Jones 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 Q2	$249K	Buy	+4,278	New	+$249K	﹤0.01%	476

Other funds holding VGSH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Williams Jones Wealth Management's VGSH Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 4,278 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings.

626 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Williams Jones Wealth Management held 4,278 shares of Vanguard Short-Term Treasury ETF worth $249K as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new Williams Jones Wealth Management position in Q2 2026.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #476 holding.
626 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.