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

Zhang 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	$1.54M	Sell	26,396 -12,792	-33%	-$746K	0.04%	159
2026 Q1	$2.29M	Buy	39,188 +3,702	+10%	+$217K	0.08%	117
2025 Q4	$2.08M	Buy	35,486 +2,528	+8%	+$149K	0.08%	121
2025 Q3	$1.94M	Buy	32,958 +217	+0.7%	+$12.7K	0.08%	126
2025 Q2	$1.92M	Sell	32,741 -472	-1%	-$27.6K	0.09%	114
2025 Q1	$1.95M	Buy	33,213 +3,414	+11%	+$199K	0.1%	110
2024 Q4	$1.73M	Buy	+29,799	New	+$1.74M	0.1%	110
2023 Q4	–	Sell	-7,489	Closed	-$431K	–	260
2023 Q3	$431K	Sell	7,489 -5,601	-43%	-$323K	0.04%	175
2023 Q2	$756K	Sell	13,090 -12,171	-48%	-$709K	0.08%	138
2023 Q1	$1.48M	Sell	25,261 -14,240	-36%	-$827K	0.17%	73
2022 Q4	$2.28M	Buy	39,501 +20,291	+106%	+$1.17M	0.29%	58
2022 Q3	$1.11M	Buy	19,210 +4,069	+27%	+$238K	0.17%	74
2022 Q2	$891K	Buy	15,141 +9,380	+163%	+$553K	0.14%	84
2022 Q1	$342K	Buy	5,761 +1,049	+22%	+$63K	0.06%	172
2021 Q4	$287K	Buy	4,712 +318	+7%	+$19.4K	0.05%	167
2021 Q3	$270K	Hold	4,394	–	–	0.06%	135
2021 Q2	$270K	Hold	4,394	–	–	0.07%	115
2021 Q1	$270K	Hold	4,394	–	–	0.07%	107
2020 Q4	$270K	Sell	4,394 -22	-0.5%	-$1.36K	0.08%	92
2020 Q3	$274K	Buy	+4,416	New	+$274K	0.1%	81

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

Zhang Financial's VGSH Position: Q2 2026 in Review

Zhang Financial reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 33% in Q2 2026, selling an estimated $746K and leaving 26,396 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #159.

Zhang Financial first reported a position in VGSH in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.29M in Q1 2026. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Zhang Financial held 26,396 shares of Vanguard Short-Term Treasury ETF worth $1.54M as of Q2 2026.
Zhang Financial sold 12,792 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $746K.
Vanguard Short-Term Treasury ETF made up 0.04% of Zhang Financial's portfolio in Q2 2026, its #159 holding.
Zhang Financial first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and has held it in 20 quarters since.
Zhang Financial's Vanguard Short-Term Treasury ETF position peaked at $2.29M in Q1 2026.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.