Winch Advisory Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Winch Advisory Services’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	$29.4M	Buy	505,330 +5,697	+1%	+$332K	6.11%	4
2026 Q1	$29.2M	Buy	499,633 +793	+0.2%	+$46.5K	6.68%	3
2025 Q4	$29.3M	Buy	498,840 +12,943	+3%	+$761K	6.48%	4
2025 Q3	$28.6M	Buy	485,897 +864	+0.2%	+$50.7K	6.43%	3
2025 Q2	$28.5M	Buy	485,033 +1,284	+0.3%	+$75.2K	6.96%	3
2025 Q1	$28.4M	Buy	483,749 +173,624	+56%	+$10.1M	7.51%	2
2024 Q4	$18M	Buy	310,125 +10,075	+3%	+$588K	4.69%	7
2024 Q3	$17.7M	Buy	300,050 +1,362	+0.5%	+$79.8K	4.9%	6
2024 Q2	$17.3M	Buy	298,688 +6,432	+2%	+$372K	4.95%	6
2024 Q1	$17M	Sell	292,256 -137,345	-32%	-$7.99M	5.18%	6
2023 Q4	$25.1M	Sell	429,601 -55,808	-11%	-$3.23M	8.31%	2
2023 Q3	$28M	Buy	485,409 +17,212	+4%	+$992K	10.26%	2
2023 Q2	$27M	Buy	468,197 +5,148	+1%	+$300K	9.71%	2
2023 Q1	$27.1M	Buy	463,049 +9,157	+2%	+$532K	10.52%	2
2022 Q4	$26.2M	Sell	453,892 -59,584	-12%	-$3.44M	11.2%	2
2022 Q3	$29.7M	Sell	513,476 -47,883	-9%	-$2.8M	12.75%	1
2022 Q2	$33M	Sell	561,359 -6,093	-1%	-$359K	13.48%	1
2022 Q1	$33.6M	Buy	567,452 +149,760	+36%	+$9M	11.69%	1
2021 Q4	$25.4M	Sell	417,692 -12,788	-3%	-$782K	8.4%	2
2021 Q3	$26.4M	Buy	430,480 +117,814	+38%	+$7.24M	9.22%	1
2021 Q2	$19.2M	Buy	312,666 +50,334	+19%	+$3.1M	6.91%	3
2021 Q1	$16.1M	Buy	262,332 +35,193	+15%	+$2.17M	6.47%	3
2020 Q4	$14M	Sell	227,139 -148,597	-40%	-$9.21M	5.81%	4
2020 Q3	$23.3M	Buy	375,736 +121,957	+48%	+$7.58M	9.88%	1
2020 Q2	$15.8M	Sell	253,779 -37,272	-13%	-$2.32M	7.5%	3
2020 Q1	$18.1M	Buy	+291,051	New	+$17.9M	9.02%	3

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

Winch Advisory Services's VGSH Position: Q2 2026 in Review

Winch Advisory Services increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.1% in Q2 2026, buying an estimated $332K and bringing the position to 505,330 shares worth $29.4M. The position accounts for 6.11% of the portfolio, ranked #4.

Winch Advisory Services first reported a position in VGSH in Q1 2020 and has held it in 26 quarters since. The position peaked at $33.6M in Q1 2022. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Winch Advisory Services held 505,330 shares of Vanguard Short-Term Treasury ETF worth $29.4M as of Q2 2026.
Winch Advisory Services bought 5,697 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $332K.
Vanguard Short-Term Treasury ETF made up 6.11% of Winch Advisory Services's portfolio in Q2 2026, its #4 holding.
Winch Advisory Services first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 26 quarters since.
Winch Advisory Services's Vanguard Short-Term Treasury ETF position peaked at $33.6M in Q1 2022.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.