CPA Asset Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

CPA Asset 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	$30.9M	Buy	536,477 +141,096	+36%	+$8.18M	8.65%	2
2026 Q2	$23M	Buy	+395,381	New	+$23M	6.63%	4

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

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

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

CPA Asset Management's VGSH Position: Q3 2026 in Review

CPA Asset Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 36% in Q3 2026, buying an estimated $8.18M and bringing the position to 536,477 shares worth $30.9M. The position accounts for 8.65% of the portfolio, ranked #2.

CPA Asset Management first reported a position in VGSH in Q2 2026 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

CPA Asset Management held 536,477 shares of Vanguard Short-Term Treasury ETF worth $30.9M as of Q3 2026.
CPA Asset Management bought 141,096 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $8.18M.
Vanguard Short-Term Treasury ETF made up 8.65% of CPA Asset Management's portfolio in Q3 2026, its #2 holding.
CPA Asset Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
514 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on CPA Asset Management's 13F filing for Q3 2026, filed 26 Oct 2026.