CJM Wealth Advisers’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

CJM Wealth Advisers’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	$455K	Hold	7,901	–	–	0.12%	52
2026 Q2	$460K	Sell	7,901 -1,673	-17%	-$97.5K	0.12%	51
2026 Q1	$560K	Buy	9,574 +1,023	+12%	+$60K	0.17%	43
2025 Q4	$502K	Sell	8,551 -3,129	-27%	-$184K	0.15%	46
2025 Q3	$687K	Buy	11,680 +227	+2%	+$13.3K	0.21%	37
2025 Q2	$673K	Buy	11,453 +14	+0.1%	+$820	0.22%	36
2025 Q1	$671K	Sell	11,439 -2,667	-19%	-$156K	0.24%	34
2024 Q4	$821K	Sell	14,106 -2,871	-17%	-$168K	0.28%	30
2024 Q3	$1M	Sell	16,977 -6,898	-29%	-$404K	0.34%	25
2024 Q2	$1.38M	Sell	23,875 -9,945	-29%	-$575K	0.51%	19
2024 Q1	$1.96M	Sell	33,820 -9,939	-23%	-$578K	0.74%	16
2023 Q4	$2.55M	Sell	43,759 -54,022	-55%	-$3.12M	1.13%	13
2023 Q3	$5.63M	Sell	97,781 -9,944	-9%	-$573K	2.74%	8
2023 Q2	$6.22M	Sell	107,725 -23,879	-18%	-$1.39M	3.16%	7
2023 Q1	$7.7M	Sell	131,604 -9,845	-7%	-$572K	4.39%	5
2022 Q4	$8.18M	Buy	+141,449	New	+$8.17M	5.03%	5

Other funds holding VGSH

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

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

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

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

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

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

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

CJM Wealth Advisers's VGSH Position: Q3 2026 in Review

CJM Wealth Advisers held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q3 2026 at 7,901 shares worth $455K. The position accounts for 0.12% of the portfolio, ranked #52.

CJM Wealth Advisers first reported a position in VGSH in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.18M in Q4 2022. 588 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

CJM Wealth Advisers held 7,901 shares of Vanguard Short-Term Treasury ETF worth $455K as of Q3 2026.
CJM Wealth Advisers left its Vanguard Short-Term Treasury ETF share count unchanged in Q3 2026.
Vanguard Short-Term Treasury ETF made up 0.12% of CJM Wealth Advisers's portfolio in Q3 2026, its #52 holding.
CJM Wealth Advisers first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 16 quarters since.
CJM Wealth Advisers's Vanguard Short-Term Treasury ETF position peaked at $8.18M in Q4 2022.
588 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on CJM Wealth Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.