BridgePort Financial Solutions’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

BridgePort Financial Solutions’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	–	Sell	-6,857	Closed	-$399K	–	273
2026 Q2	$399K	Hold	6,857	–	–	0.1%	154
2026 Q1	$401K	Hold	6,857	–	–	0.11%	142
2025 Q4	$403K	Hold	6,857	–	–	0.11%	149
2025 Q3	$404K	Hold	6,857	–	–	0.11%	146
2025 Q2	$403K	Buy	+6,857	New	+$402K	0.13%	128

Other funds holding VGSH

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return

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

BridgePort Financial Solutions's VGSH Position: Q3 2026 in Review

BridgePort Financial Solutions sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2026, closing a stake of 6,857 shares — an estimated $399K sold.

BridgePort Financial Solutions first reported a position in VGSH in Q2 2025 and held it in 5 quarters. The position peaked at $404K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

BridgePort Financial Solutions reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
BridgePort Financial Solutions sold 6,857 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $399K.
BridgePort Financial Solutions first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and held it in 5 quarters.
BridgePort Financial Solutions's Vanguard Short-Term Treasury ETF position peaked at $404K in Q3 2025.
1,019 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on BridgePort Financial Solutions's 13F filing for Q3 2026, filed 2 Nov 2026.