Castleview Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Castleview Partners’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	$204K	Sell	3,536 -9	-0.3%	-$522	0.09%	206
2026 Q2	$206K	Buy	+3,545	New	+$207K	0.09%	211
2025 Q4	–	Sell	-4,051	Closed	-$238K	–	209
2025 Q3	$238K	Buy	+4,051	New	+$238K	0.13%	151
2024 Q3	–	Sell	-128	Closed	-$7.42K	–	913
2024 Q2	$7.42K	Buy	128 +65	+103%	+$3.76K	﹤0.01%	567
2024 Q1	$3.66K	Buy	63 +8	+15%	+$465	﹤0.01%	679
2023 Q4	$3.21K	Buy	55 +8	+17%	+$462	﹤0.01%	644
2023 Q3	$2.71K	Buy	+47	New	+$2.71K	﹤0.01%	535

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

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

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Castleview Partners's VGSH Position: Q3 2026 in Review

Castleview Partners reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.25% in Q3 2026, selling an estimated $522 and leaving 3,536 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #206.

Castleview Partners first reported a position in VGSH in Q3 2023 and has held it in 7 quarters since. The position peaked at $238K in Q3 2025. 332 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Castleview Partners held 3,536 shares of Vanguard Short-Term Treasury ETF worth $204K as of Q3 2026.
Castleview Partners sold 9 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $522.
Vanguard Short-Term Treasury ETF made up 0.09% of Castleview Partners's portfolio in Q3 2026, its #206 holding.
Castleview Partners first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 7 quarters since.
Castleview Partners's Vanguard Short-Term Treasury ETF position peaked at $238K in Q3 2025.
332 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.