Capital Squared Financial’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Capital Squared Financial’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	$234K	Buy	+4,065	New	+$236K	0.15%	78

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 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

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Capital Squared Financial's VGSH Position: Q3 2026 in Review

Capital Squared Financial opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q3 2026: 4,065 shares worth $234K. The stake represents 0.15% of the portfolio and ranks #78 among its holdings.

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

Capital Squared Financial held 4,065 shares of Vanguard Short-Term Treasury ETF worth $234K as of Q3 2026.
Vanguard Short-Term Treasury ETF was a new Capital Squared Financial position in Q3 2026.
Vanguard Short-Term Treasury ETF made up 0.15% of Capital Squared Financial's portfolio in Q3 2026, its #78 holding.
535 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Capital Squared Financial's 13F filing for Q3 2026, filed 30 Oct 2026.