WG
VGSH icon

WMS Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

WMS Group’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 		$407K Hold
7,000
– – 0.53% 39
2026
Q1 		$410K Hold
7,000
– – 0.6% 37
2025
Q4 		$411K Buy
+7,000
New +$411K 0.52% 35

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

WMS Group's VGSH Position: Q2 2026 in Review

WMS Group held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 7,000 shares worth $407K. The position accounts for 0.53% of the portfolio, ranked #39.

WMS Group first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $411K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • WMS Group held 7,000 shares of Vanguard Short-Term Treasury ETF worth $407K as of Q2 2026.
  • WMS Group left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Treasury ETF made up 0.53% of WMS Group's portfolio in Q2 2026, its #39 holding.
  • WMS Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • WMS Group's Vanguard Short-Term Treasury ETF position peaked at $411K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on WMS Group's 13F filing for Q2 2026, filed 23 Jul 2026.