Centurion Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Centurion Wealth Management’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	$1.54M	Buy	26,730 +716	+3%	+$41.5K	0.37%	65
2026 Q2	$1.51M	Buy	26,014 +63	+0.2%	+$3.67K	0.36%	67
2026 Q1	$1.52M	Buy	25,951 +6	+0%	+$352	0.34%	73
2025 Q4	$1.52M	Buy	25,945 +2,024	+8%	+$119K	0.33%	67
2025 Q3	$1.41M	Buy	23,921 +208	+0.9%	+$12.2K	0.32%	70
2025 Q2	$1.39M	Buy	23,713 +1,586	+7%	+$92.9K	0.4%	59
2025 Q1	$1.29M	Hold	22,127	–	–	0.4%	53
2024 Q4	$1.29M	Sell	22,127 -2,157	-9%	-$126K	0.4%	53
2024 Q3	$1.43M	Buy	+24,284	New	+$1.42M	0.46%	50
2024 Q1	$1.59M	Sell	27,440 -105,517	-79%	-$6.14M	0.63%	32
2023 Q4	$7.76M	Sell	132,957 -5,905	-4%	-$341K	3.31%	8
2023 Q3	$8M	Buy	138,862 +4,340	+3%	+$250K	3.92%	8
2023 Q2	$7.77M	Buy	134,522 +7,243	+6%	+$422K	3.75%	7
2023 Q1	$7.45M	Buy	127,279 +40,992	+48%	+$2.38M	3.77%	6
2022 Q4	$4.99M	Buy	+86,287	New	+$4.98M	2.82%	9

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

Centurion Wealth Management's VGSH Position: Q3 2026 in Review

Centurion Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.8% in Q3 2026, buying an estimated $41.5K and bringing the position to 26,730 shares worth $1.54M. The position accounts for 0.37% of the portfolio, ranked #65.

Centurion Wealth Management first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $8M in Q3 2023. 271 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Centurion Wealth Management held 26,730 shares of Vanguard Short-Term Treasury ETF worth $1.54M as of Q3 2026.
Centurion Wealth Management bought 716 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $41.5K.
Vanguard Short-Term Treasury ETF made up 0.37% of Centurion Wealth Management's portfolio in Q3 2026, its #65 holding.
Centurion Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Centurion Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $8M in Q3 2023.
271 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.