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

Core Wealth 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 Q2	$522K	Sell	8,972 -221	-2%	-$12.9K	0.22%	101
2026 Q1	$538K	Buy	+9,193	New	+$540K	0.25%	89
2023 Q3	–	Sell	-23,857	Closed	-$1.38M	–	114
2023 Q2	$1.38M	Buy	23,857 +1,805	+8%	+$105K	1.27%	19
2023 Q1	$1.29M	Sell	22,052 -3,040	-12%	-$177K	1.3%	18
2022 Q4	$1.45M	Buy	+25,092	New	+$1.45M	1.63%	15

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

Core Wealth Partners's VGSH Position: Q2 2026 in Review

Core Wealth Partners reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.4% in Q2 2026, selling an estimated $12.9K and leaving 8,972 shares worth $522K. The position accounts for 0.22% of the portfolio, ranked #101.

Core Wealth Partners first reported a position in VGSH in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.45M in Q4 2022. 348 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Core Wealth Partners held 8,972 shares of Vanguard Short-Term Treasury ETF worth $522K as of Q2 2026.
Core Wealth Partners sold 221 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $12.9K.
Vanguard Short-Term Treasury ETF made up 0.22% of Core Wealth Partners's portfolio in Q2 2026, its #101 holding.
Core Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 5 quarters since.
Core Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $1.45M in Q4 2022.
348 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.