How many shares of VGSH does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 221,044 shares of VGSH (VANGUARD SHORT-TERM TREASURY).

What is AE Wealth Management LLC's VGSH position worth?

As of 2026-Q2, AE Wealth Management LLC's VGSH position is worth $12.9M.

Is AE Wealth Management LLC buying or selling VGSH?

In 2026-Q2, AE Wealth Management LLC increased their VGSH position (+4.6% change in shares).

When did AE Wealth Management LLC first buy VGSH?

Based on available 13F filings, AE Wealth Management LLC first reported a position in VGSH in 2019-Q1. They have held the position across 30 quarters.

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AE Wealth Management LLC

VGSH
30 quarters

Position history for AE Wealth Management LLC's holdings in VANGUARD SHORT-TERM TREASURY

Current Value

$12.9M

Current Shares

221,044

Total Value Change

+$2.1M

Total Shares Change

+42,362

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	221,044	+4.6%	$12.9M	0.1%	$57.84	29
2026-Q1	Decreased	211,245	-77.2%	$12.4M	0.1%	$57.63	0
2025-Q4	Increased	924,555	+6.3%	$54.3M	0.3%	$57.47	37
2025-Q3	Increased	869,346	+5.2%	$51.2M	0.3%	$56.86	37
2025-Q2	Decreased	826,487	-19.2%	$48.6M	0.4%	$56.22	0
2025-Q1	Decreased	1M	-12.2%	$60M	0.5%	$55.55	0
2024-Q4	Increased	1.2M	+3.8%	$67.8M	0.6%	$54.70	43
2024-Q3	Decreased	1.1M	-2.1%	$66.3M	0.6%	$54.71	0
2024-Q2	Increased	1.1M	+14.1%	$66.6M	0.7%	$53.19	47
2024-Q1	Decreased	1M	-54.0%	$58.4M	0.7%	$52.71	0
2023-Q4	Increased	2.2M	+19.4%	$127.6M	0.7%	$52.59	50
2023-Q3	Increased	1.8M	+4.9%	$105.4M	0.6%	$51.27	44
2023-Q2	Increased	1.7M	+26.6%	$100.7M	0.6%	$50.94	52
2023-Q1	Increased	1.4M	+12.1%	$80.7M	0.5%	$51.26	47
2022-Q4	Increased	1.2M	+4.1%	$71.1M	0.5%	$50.42	43
2022-Q3	Decreased	1.2M	-30.4%	$68.3M	0.5%	$50.07	0
2022-Q2	Increased	1.7M	+51.5%	$99.9M	0.8%	$50.85	59
2022-Q1	Increased	1.1M	+9.7%	$66.4M	0.5%	$51.12	39
2021-Q4	Increased	1M	+0.3%	$62.1M	0.4%	$52.44	35
2021-Q3	Increased	1M	+27.0%	$62.6M	0.5%	$52.73	52
2021-Q2	Decreased	802,469	-24.4%	$49.3M	0.4%	$52.70	0
2021-Q1	Increased	1.1M	+11.1%	$65.3M	0.7%	$52.73	46
2020-Q4	Decreased	955,533	-1.9%	$58.9M	0.7%	$52.76	0
2020-Q3	Decreased	973,794	-2.9%	$60.5M	0.9%	$52.74	0
2020-Q2	Increased	1M	+31.6%	$62.4M	1.0%	$52.70	53
2020-Q1	Increased	762,128	+7.1%	$47.5M	1.1%	$52.64	49
2019-Q4	Increased	711,719	+20.4%	$43.3M	0.9%	$51.20	49
2019-Q3	Increased	591,121	+3.7%	$36M	1.0%	$50.92	47
2019-Q2	Increased	569,818	+218.9%	$34.7M	1.0%	$50.63	74
2019-Q1	New	178,682	-	$10.8M	0.8%	$49.90	54

Other major holders of VGSH: JPMORGAN CHASE & CO

VGSH30 quarters

VGSH
30 quarters