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VGSH icon

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

Beacon Financial Strategies’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 		$8.2M Buy
140,927
+2,748
+2% +$160K 4.08% 9
2026
Q1 		$8.09M Buy
138,179
+2,048
+2% +$120K 4.59% 9
2025
Q4 		$7.99M Buy
136,131
+1,053
+0.8% +$61.9K 4.46% 9
2025
Q3 		$7.95M Buy
135,078
+4,605
+4% +$270K 4.69% 9
2025
Q2 		$7.67M Buy
130,473
+180
+0.1% +$10.5K 4.82% 8
2025
Q1 		$7.65M Buy
130,293
+8,720
+7% +$509K 5.16% 7
2024
Q4 		$7.07M Buy
121,573
+3,833
+3% +$224K 4.73% 7
2024
Q3 		$6.95M Buy
117,740
+4,216
+4% +$247K 4.73% 8
2024
Q2 		$6.58M Sell
113,524
-373
-0.3% -$21.6K 4.74% 7
2024
Q1 		$6.61M Buy
113,897
+7,156
+7% +$416K 4.77% 8
2023
Q4 		$6.23M Buy
106,741
+8,888
+9% +$514K 4.84% 8
2023
Q3 		$5.64M Buy
97,853
+17,146
+21% +$988K 4.87% 8
2023
Q2 		$4.66M Sell
80,707
-380
-0.5% -$22.1K 3.82% 8
2023
Q1 		$4.75M Sell
81,087
-732
-0.9% -$42.5K 4.12% 8
2022
Q4 		$4.73M Sell
81,819
-8,432
-9% -$487K 4.29% 8
2022
Q3 		$5.22M Buy
90,251
+5,171
+6% +$303K 4.97% 7
2022
Q2 		$5.01M Buy
+85,080
New +$5.02M 4.66% 7

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

Beacon Financial Strategies's VGSH Position: Q2 2026 in Review

Beacon Financial Strategies increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2% in Q2 2026, buying an estimated $160K and bringing the position to 140,927 shares worth $8.2M. The position accounts for 4.08% of the portfolio, ranked #9.

Beacon Financial Strategies first reported a position in VGSH in Q2 2022 and has held it in 17 quarters since. 348 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Beacon Financial Strategies held 140,927 shares of Vanguard Short-Term Treasury ETF worth $8.2M as of Q2 2026.
  • Beacon Financial Strategies bought 2,748 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $160K.
  • Vanguard Short-Term Treasury ETF made up 4.08% of Beacon Financial Strategies's portfolio in Q2 2026, its #9 holding.
  • Beacon Financial Strategies first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • 348 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.