Wingate Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$586K Buy
10,069
+78
+0.8% +$4.55K 0.26% 67
2026
Q1
$585K Buy
9,991
+3,479
+53% +$204K 0.31% 65
2025
Q4
$382K Buy
+6,512
New +$383K 0.21% 78

Other funds holding VGSH

Wingate Wealth Advisors's VGSH Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.78% in Q2 2026, buying an estimated $4.55K and bringing the position to 10,069 shares worth $586K. The position accounts for 0.26% of the portfolio, ranked #67.

Wingate Wealth Advisors first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Wingate Wealth Advisors held 10,069 shares of Vanguard Short-Term Treasury ETF worth $586K as of Q2 2026.
  • Wingate Wealth Advisors bought 78 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $4.55K.
  • Vanguard Short-Term Treasury ETF made up 0.26% of Wingate Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Wingate Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.