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

Balboa Wealth Partners’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	$1.27M	Sell	22,022 -9,105	-29%	-$528K	0.17%	104
2026 Q2	$1.81M	Sell	31,127 -25,154	-45%	-$1.47M	0.25%	69
2026 Q1	$3.29M	Sell	56,281 -9,566	-15%	-$562K	0.55%	33
2025 Q4	$3.87M	Buy	65,847 +29,730	+82%	+$1.75M	0.64%	29
2025 Q3	$2.13M	Sell	36,117 -3,911	-10%	-$229K	0.37%	50
2025 Q2	$2.35M	Buy	40,028 +7,575	+23%	+$444K	0.47%	41
2025 Q1	$1.9M	Buy	32,453 +1,682	+5%	+$98.2K	0.46%	42
2024 Q4	$1.79M	Buy	30,771 +14,794	+93%	+$863K	0.41%	46
2024 Q3	$943K	Sell	15,977 -49	-0.3%	-$2.87K	0.23%	84
2024 Q2	$929K	Buy	16,026 +8,225	+105%	+$475K	0.25%	76
2024 Q1	$453K	Sell	7,801 -6,347	-45%	-$369K	0.13%	127
2023 Q4	$825K	Buy	14,148 +3,219	+29%	+$186K	0.27%	70
2023 Q3	$630K	Sell	10,929 -274	-2%	-$15.8K	0.24%	77
2023 Q2	$647K	Sell	11,203 -3,363	-23%	-$196K	0.23%	81
2023 Q1	$853K	Buy	14,566 +5,922	+69%	+$344K	0.32%	60
2022 Q4	$500K	Buy	8,644 +1,056	+14%	+$61K	0.23%	108
2022 Q3	$439K	Buy	+7,588	New	+$444K	0.19%	98

Other funds holding VGSH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 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

Balboa Wealth Partners's VGSH Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 29% in Q3 2026, selling an estimated $528K and leaving 22,022 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #104.

Balboa Wealth Partners first reported a position in VGSH in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.87M in Q4 2025. 708 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Balboa Wealth Partners held 22,022 shares of Vanguard Short-Term Treasury ETF worth $1.27M as of Q3 2026.
Balboa Wealth Partners sold 9,105 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $528K.
Vanguard Short-Term Treasury ETF made up 0.17% of Balboa Wealth Partners's portfolio in Q3 2026, its #104 holding.
Balboa Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 17 quarters since.
Balboa Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $3.87M in Q4 2025.
708 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

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