Woodward Diversified Capital’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Woodward Diversified Capital’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	$480K	Sell	8,242 -9,084	-52%	-$530K	0.21%	109
2026 Q1	$1.01M	Buy	+17,326	New	+$1.02M	0.46%	55
2023 Q1	–	Sell	-6,521	Closed	-$377K	–	146
2022 Q4	$377K	Buy	6,521 +202	+3%	+$11.7K	0.3%	83
2022 Q3	$365K	Buy	6,319 +2,026	+47%	+$119K	0.3%	83
2022 Q2	$253K	Sell	4,293 -320	-7%	-$18.9K	0.19%	112
2022 Q1	$273K	Buy	+4,613	New	+$277K	0.18%	125

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Woodward Diversified Capital's VGSH Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 52% in Q2 2026, selling an estimated $530K and leaving 8,242 shares worth $480K. The position accounts for 0.21% of the portfolio, ranked #109.

Woodward Diversified Capital first reported a position in VGSH in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2026. 519 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Woodward Diversified Capital held 8,242 shares of Vanguard Short-Term Treasury ETF worth $480K as of Q2 2026.
Woodward Diversified Capital sold 9,084 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $530K.
Vanguard Short-Term Treasury ETF made up 0.21% of Woodward Diversified Capital's portfolio in Q2 2026, its #109 holding.
Woodward Diversified Capital first reported a position in Vanguard Short-Term Treasury ETF in Q1 2022 and has held it in 6 quarters since.
Woodward Diversified Capital's Vanguard Short-Term Treasury ETF position peaked at $1.01M in Q1 2026.
519 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.