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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s VGSH Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 16% in Q2 2026, buying an estimated $51.9K and bringing the position to 6,561 shares worth $382K. The position accounts for 0.23% of the portfolio, ranked #85.

Capstone Wealth Management Group (Oregon) first reported a position in VGSH in Q3 2025 and has held it in 4 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 6,561 shares of Vanguard Short-Term Treasury ETF worth $382K as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 890 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $51.9K.
Vanguard Short-Term Treasury ETF made up 0.23% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #85 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.