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

Windward Private 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	$2.64M	Buy	45,392 +2,548	+6%	+$149K	0.85%	17
2026 Q1	$2.51M	Sell	42,844 -1,115	-3%	-$65.5K	0.87%	17
2025 Q4	$2.58M	Sell	43,959 -722	-2%	-$42.4K	0.89%	17
2025 Q3	$2.63M	Sell	44,681 -353	-0.8%	-$20.7K	0.91%	17
2025 Q2	$2.65M	Sell	45,034 -2,336	-5%	-$137K	0.95%	17
2025 Q1	$2.78M	Sell	47,370 -750	-2%	-$43.8K	1.08%	16
2024 Q4	$2.8M	Sell	48,120 -1,012	-2%	-$59.1K	1.09%	16
2024 Q3	$2.9M	Sell	49,132 -676	-1%	-$39.6K	1.11%	16
2024 Q2	$2.89M	Sell	49,808 -710	-1%	-$41K	1.17%	16
2024 Q1	$2.93M	Sell	50,518 -10,243	-17%	-$596K	1.2%	16
2023 Q4	$3.54M	Sell	60,761 -3,899	-6%	-$225K	1.49%	15
2023 Q3	$3.72M	Buy	64,660 +56,264	+670%	+$3.24M	1.68%	12
2023 Q2	$485K	Buy	8,396 +1,085	+15%	+$63.2K	0.21%	37
2023 Q1	$428K	Buy	7,311 +26	+0.4%	+$1.51K	0.18%	37
2022 Q4	$421K	Buy	7,285 +600	+9%	+$34.7K	0.19%	37
2022 Q3	$386K	Sell	6,685 -4,325	-39%	-$253K	0.19%	38
2022 Q2	$648K	Buy	11,010 +510	+5%	+$30.1K	0.3%	34
2022 Q1	$622K	Buy	10,500 +629	+6%	+$37.8K	0.26%	34
2021 Q4	$600K	Hold	9,871	–	–	0.23%	32
2021 Q3	$606K	Buy	9,871 +24	+0.2%	+$1.48K	0.25%	35
2021 Q2	$605K	Buy	9,847 +329	+3%	+$20.2K	0.25%	36
2021 Q1	$586K	Hold	9,518	–	–	0.26%	35
2020 Q4	$586K	Buy	+9,518	New	+$590K	0.27%	34

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

Windward Private Wealth Management's VGSH Position: Q2 2026 in Review

Windward Private Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.9% in Q2 2026, buying an estimated $149K and bringing the position to 45,392 shares worth $2.64M. The position accounts for 0.85% of the portfolio, ranked #17.

Windward Private Wealth Management first reported a position in VGSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.72M in Q3 2023. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Windward Private Wealth Management held 45,392 shares of Vanguard Short-Term Treasury ETF worth $2.64M as of Q2 2026.
Windward Private Wealth Management bought 2,548 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $149K.
Vanguard Short-Term Treasury ETF made up 0.85% of Windward Private Wealth Management's portfolio in Q2 2026, its #17 holding.
Windward Private Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 23 quarters since.
Windward Private Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $3.72M in Q3 2023.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.