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

Capstone Wealth Management Group (Pennsylvania)’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 		– Sell
-9,950
Closed -$582K – 107
2026
Q1 		$582K Hold
9,950
– – 0.24% 58
2025
Q4 		$584K Buy
+9,950
New +$585K 0.24% 49

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UBS Group
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AllianceBernstein
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Northern Trust
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Capstone Wealth Management Group (Pennsylvania) sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026, closing a stake of 9,950 shares — an estimated $582K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VGSH in Q4 2025 and held it in 2 quarters. The position peaked at $584K in Q4 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 9,950 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $582K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Capstone Wealth Management Group (Pennsylvania)'s Vanguard Short-Term Treasury ETF position peaked at $584K in Q4 2025.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.