Balance Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Balance Wealth’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 Q3	$866K	Buy	+15,052	New	+$872K	0.21%	69

Other funds holding VGSH

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Balance Wealth's VGSH Position: Q3 2026 in Review

Balance Wealth opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q3 2026: 15,052 shares worth $866K. The stake represents 0.21% of the portfolio and ranks #69 among its holdings.

629 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Balance Wealth held 15,052 shares of Vanguard Short-Term Treasury ETF worth $866K as of Q3 2026.
Vanguard Short-Term Treasury ETF was a new Balance Wealth position in Q3 2026.
Vanguard Short-Term Treasury ETF made up 0.21% of Balance Wealth's portfolio in Q3 2026, its #69 holding.
629 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.