Accurate Wealth 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
Q3
$3.18M Buy
55,258
+6,648
+14% +$385K 0.27% 76
2026
Q2
$2.82M Buy
48,610
+3,813
+9% +$222K 0.27% 77
2026
Q1
$2.62M Sell
44,797
-7,436
-14% -$436K 0.31% 68
2025
Q4
$3.07M Buy
52,233
+3,019
+6% +$177K 0.39% 54
2025
Q3
$2.9M Buy
49,214
+2,826
+6% +$166K 0.39% 58
2025
Q2
$2.71M Sell
46,388
-5,147
-10% -$301K 0.42% 57
2025
Q1
$3.01M Buy
51,535
+8,223
+19% +$480K 0.58% 40
2024
Q4
$2.52M Buy
43,312
+8,543
+25% +$499K 0.48% 56
2024
Q3
$2.04M Buy
34,769
+7,006
+25% +$410K 0.41% 66
2024
Q2
$1.62M Buy
27,763
+2,073
+8% +$120K 0.39% 66
2024
Q1
$1.48M Buy
25,690
+17,780
+225% +$1.03M 0.43% 66
2023
Q4
$462K Buy
7,910
+628
+9% +$36.3K 0.14% 143
2023
Q3
$418K Sell
7,282
-448
-6% -$25.8K 0.13% 150
2023
Q2
$447K Buy
7,730
+1,924
+33% +$112K 0.14% 149
2023
Q1
$339K Buy
5,806
+3,257
+128% +$189K 0.12% 178
2022
Q4
$148K Buy
+2,549
New +$147K 0.05% 245

Other funds holding VGSH

Accurate Wealth Management's VGSH Position: Q3 2026 in Review

Accurate Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 14% in Q3 2026, buying an estimated $385K and bringing the position to 55,258 shares worth $3.18M. The position accounts for 0.27% of the portfolio, ranked #76.

Accurate Wealth Management first reported a position in VGSH in Q4 2022 and has held it in 16 quarters since. 900 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Accurate Wealth Management held 55,258 shares of Vanguard Short-Term Treasury ETF worth $3.18M as of Q3 2026.
  • Accurate Wealth Management bought 6,648 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $385K.
  • Vanguard Short-Term Treasury ETF made up 0.27% of Accurate Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Accurate Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 16 quarters since.
  • 900 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.