Wolff Financial Management’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
$29.9M Buy
513,142
+35,092
+7% +$2.05M 5.96% 8
2026
Q1
$28M Buy
478,050
+19,616
+4% +$1.15M 6.18% 8
2025
Q4
$26.9M Buy
458,434
+19,883
+5% +$1.17M 6.06% 8
2025
Q3
$25.8M Buy
438,551
+76,815
+21% +$4.51M 5.99% 8
2025
Q2
$21.3M Buy
361,736
+11,869
+3% +$695K 5.49% 9
2025
Q1
$20.5M Buy
349,867
+15,851
+5% +$925K 5.69% 9
2024
Q4
$19.4M Buy
334,016
+21,689
+7% +$1.27M 5.39% 9
2024
Q3
$18.4M Buy
312,327
+17,541
+6% +$1.03M 5.01% 9
2024
Q2
$17.1M Buy
294,786
+8,364
+3% +$483K 12.62% 4
2024
Q1
$16.6M Buy
286,422
+2,015
+0.7% +$117K 4.85% 9
2023
Q4
$16.6M Buy
284,407
+29,040
+11% +$1.68M 5.12% 9
2023
Q3
$14.7M Buy
255,367
+12,651
+5% +$729K 5.02% 9
2023
Q2
$14M Buy
242,716
+33,380
+16% +$1.94M 12.21% 4
2023
Q1
$12.3M Buy
209,336
+31,949
+18% +$1.86M 4.27% 9
2022
Q4
$10.3M Buy
+177,387
New +$10.2M 3.79% 10

Other funds holding VGSH

Wolff Financial Management's VGSH Position: Q2 2026 in Review

Wolff Financial Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.3% in Q2 2026, buying an estimated $2.05M and bringing the position to 513,142 shares worth $29.9M. The position accounts for 5.96% of the portfolio, ranked #8.

Wolff Financial Management first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Wolff Financial Management held 513,142 shares of Vanguard Short-Term Treasury ETF worth $29.9M as of Q2 2026.
  • Wolff Financial Management bought 35,092 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.05M.
  • Vanguard Short-Term Treasury ETF made up 5.96% of Wolff Financial Management's portfolio in Q2 2026, its #8 holding.
  • Wolff Financial Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.