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

XML Financial’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	$414K	Buy	+7,111	New	+$415K	0.03%	314

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

XML Financial's VGSH Position: Q2 2026 in Review

XML Financial opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 7,111 shares worth $414K. The stake represents 0.03% of the portfolio and ranks #314 among its holdings.

1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

XML Financial held 7,111 shares of Vanguard Short-Term Treasury ETF worth $414K as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new XML Financial position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.03% of XML Financial's portfolio in Q2 2026, its #314 holding.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.