Creative Financial Designs’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Creative Financial Designs’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	$13.6M	Sell	233,447 -33,575	-13%	-$1.96M	0.65%	39
2026 Q1	$15.6M	Sell	267,022 -188,584	-41%	-$11.1M	0.95%	23
2025 Q4	$26.8M	Buy	455,606 +27,565	+6%	+$1.62M	1.69%	12
2025 Q3	$25.2M	Buy	428,041 +39,568	+10%	+$2.32M	1.69%	11
2025 Q2	$22.8M	Buy	388,473 +13,389	+4%	+$784K	1.64%	12
2025 Q1	$22M	Buy	375,084 +14,075	+4%	+$821K	1.76%	10
2024 Q4	$21M	Buy	361,009 +8,940	+3%	+$522K	1.71%	11
2024 Q3	$20.8M	Sell	352,069 -3,338	-0.9%	-$196K	1.75%	10
2024 Q2	$20.6M	Buy	355,407 +15,599	+5%	+$901K	1.84%	10
2024 Q1	$19.7M	Buy	339,808 +25,975	+8%	+$1.51M	1.87%	9
2023 Q4	$18.3M	Buy	313,833 +7,191	+2%	+$416K	1.86%	10
2023 Q3	$17.7M	Buy	306,642 +35,350	+13%	+$2.04M	2.06%	9
2023 Q2	$15.7M	Sell	271,292 -120,962	-31%	-$7.04M	1.84%	10
2023 Q1	$23M	Buy	392,254 +381,923	+3,697%	+$22.2M	3.01%	4
2022 Q4	$597K	Buy	10,331 +1,569	+18%	+$90.6K	0.09%	177
2022 Q3	$506K	Buy	8,762 +3,110	+55%	+$182K	0.08%	178
2022 Q2	$333K	Buy	5,652 +3,324	+143%	+$196K	0.05%	228
2022 Q1	$138K	Sell	2,328 -610	-21%	-$36.6K	0.02%	381
2021 Q4	$179K	Buy	2,938 +207	+8%	+$12.7K	0.03%	328
2021 Q3	$168K	Buy	2,731 +85	+3%	+$5.22K	0.03%	338
2021 Q2	$163K	Sell	2,646 -2,698	-50%	-$166K	0.03%	334
2021 Q1	$329K	Buy	5,344 +1,587	+42%	+$97.7K	0.06%	214
2020 Q4	$231K	Buy	3,757 +906	+32%	+$56.1K	0.05%	236
2020 Q3	$177K	Buy	2,851 +2,740	+2,468%	+$170K	0.04%	251
2020 Q2	$7K	Buy	+111	New	+$6.91K	﹤0.01%	825

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Creative Financial Designs's VGSH Position: Q2 2026 in Review

Creative Financial Designs reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 13% in Q2 2026, selling an estimated $1.96M and leaving 233,447 shares worth $13.6M. The position accounts for 0.65% of the portfolio, ranked #39.

Creative Financial Designs first reported a position in VGSH in Q2 2020 and has held it in 25 quarters since. The position peaked at $26.8M in Q4 2025. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Creative Financial Designs held 233,447 shares of Vanguard Short-Term Treasury ETF worth $13.6M as of Q2 2026.
Creative Financial Designs sold 33,575 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.96M.
Vanguard Short-Term Treasury ETF made up 0.65% of Creative Financial Designs's portfolio in Q2 2026, its #39 holding.
Creative Financial Designs first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 25 quarters since.
Creative Financial Designs's Vanguard Short-Term Treasury ETF position peaked at $26.8M in Q4 2025.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.