Capstone Wealth Management Group (Oregon)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Capstone Wealth Management Group (Oregon)’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 Q1	$332K	Sell	5,671 -151	-3%	-$8.86K	0.2%	87
2025 Q4	$342K	Buy	5,822 +52	+0.9%	+$3.06K	0.21%	86
2025 Q3	$340K	Buy	+5,770	New	+$339K	0.22%	80

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s VGSH Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.6% in Q1 2026, selling an estimated $8.86K and leaving 5,671 shares worth $332K. The position accounts for 0.2% of the portfolio, ranked #87.

Capstone Wealth Management Group (Oregon) first reported a position in VGSH in Q3 2025 and has held it in 3 quarters since. The position peaked at $342K in Q4 2025. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 5,671 shares of Vanguard Short-Term Treasury ETF worth $332K as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 151 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $8.86K.
Vanguard Short-Term Treasury ETF made up 0.2% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #87 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
Capstone Wealth Management Group (Oregon)'s Vanguard Short-Term Treasury ETF position peaked at $342K in Q4 2025.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.