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 Q3	$370K	Sell	6,429 -132	-2%	-$7.65K	0.22%	86
2026 Q2	$382K	Buy	6,561 +890	+16%	+$51.9K	0.23%	85
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

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

Smithfield Trust Pittsburgh, Pennsylvania $2.51B AUM 13.63% 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

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s VGSH Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2% in Q3 2026, selling an estimated $7.65K and leaving 6,429 shares worth $370K. The position accounts for 0.22% of the portfolio, ranked #86.

Capstone Wealth Management Group (Oregon) first reported a position in VGSH in Q3 2025 and has held it in 5 quarters since. The position peaked at $382K in Q2 2026. 754 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 6,429 shares of Vanguard Short-Term Treasury ETF worth $370K as of Q3 2026.
Capstone Wealth Management Group (Oregon) sold 132 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $7.65K.
Vanguard Short-Term Treasury ETF made up 0.22% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #86 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
Capstone Wealth Management Group (Oregon)'s Vanguard Short-Term Treasury ETF position peaked at $382K in Q2 2026.
754 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.