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Winter & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Winter & Associates’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 		$648K Sell
11,131
-3,642
-25% -$212K 0.49% 30
2026
Q1 		$862K Buy
14,773
+666
+5% +$39.1K 0.75% 30
2025
Q4 		$829K Buy
+14,107
New +$829K 0.77% 33

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Winter & Associates's VGSH Position: Q2 2026 in Review

Winter & Associates reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 25% in Q2 2026, selling an estimated $212K and leaving 11,131 shares worth $648K. The position accounts for 0.49% of the portfolio, ranked #30.

Winter & Associates first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $862K in Q1 2026. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Winter & Associates held 11,131 shares of Vanguard Short-Term Treasury ETF worth $648K as of Q2 2026.
  • Winter & Associates sold 3,642 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $212K.
  • Vanguard Short-Term Treasury ETF made up 0.49% of Winter & Associates's portfolio in Q2 2026, its #30 holding.
  • Winter & Associates first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's Vanguard Short-Term Treasury ETF position peaked at $862K in Q1 2026.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.