WJ Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

WJ Financial Advisors’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	$312K	Sell	5,356 -185	-3%	-$10.8K	0.23%	98
2026 Q1	$324K	Hold	5,541	–	–	0.26%	94
2025 Q4	$325K	Sell	5,541 -416	-7%	-$24.5K	0.29%	86
2025 Q3	$351K	Buy	+5,957	New	+$349K	0.34%	80

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

WJ Financial Advisors's VGSH Position: Q2 2026 in Review

WJ Financial Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.3% in Q2 2026, selling an estimated $10.8K and leaving 5,356 shares worth $312K. The position accounts for 0.23% of the portfolio, ranked #98.

WJ Financial Advisors first reported a position in VGSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $351K in Q3 2025. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

WJ Financial Advisors held 5,356 shares of Vanguard Short-Term Treasury ETF worth $312K as of Q2 2026.
WJ Financial Advisors sold 185 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $10.8K.
Vanguard Short-Term Treasury ETF made up 0.23% of WJ Financial Advisors's portfolio in Q2 2026, its #98 holding.
WJ Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
WJ Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $351K in Q3 2025.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.