CWS Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

CWS Financial Advisors’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	$5.2M	Buy	90,294 +11,952	+15%	+$693K	1.14%	17
2026 Q2	$4.56M	Buy	78,342 +8,013	+11%	+$467K	1.01%	18
2026 Q1	$4.12M	Buy	70,329 +5,703	+9%	+$335K	1.05%	17
2025 Q4	$3.8M	Buy	64,626 +7,920	+14%	+$466K	1.03%	15
2025 Q3	$3.34M	Buy	56,706 +2,514	+5%	+$147K	0.93%	17
2025 Q2	$3.19M	Buy	54,192 +4,515	+9%	+$264K	0.93%	16
2025 Q1	$2.92M	Buy	49,677 +10,304	+26%	+$601K	0.92%	17
2024 Q4	$2.29M	Buy	39,373 +6,581	+20%	+$384K	0.74%	20
2024 Q3	$1.94M	Buy	32,792 +1,196	+4%	+$70K	0.69%	20
2024 Q2	$1.83M	Buy	31,596 +1,179	+4%	+$68.1K	0.72%	18
2024 Q1	$1.77M	Buy	30,417 +1,913	+7%	+$111K	0.72%	18
2023 Q4	$1.66M	Buy	28,504 +7,525	+36%	+$435K	0.62%	22
2023 Q3	$1.21M	Buy	20,979 +3,949	+23%	+$228K	0.48%	27
2023 Q2	$983K	Buy	17,030 +9,336	+121%	+$544K	0.37%	41
2023 Q1	$450K	Buy	+7,694	New	+$447K	0.18%	89

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 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

CWS Financial Advisors's VGSH Position: Q3 2026 in Review

CWS Financial Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 15% in Q3 2026, buying an estimated $693K and bringing the position to 90,294 shares worth $5.2M. The position accounts for 1.14% of the portfolio, ranked #17.

CWS Financial Advisors first reported a position in VGSH in Q1 2023 and has held it in 15 quarters since. 363 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

CWS Financial Advisors held 90,294 shares of Vanguard Short-Term Treasury ETF worth $5.2M as of Q3 2026.
CWS Financial Advisors bought 11,952 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $693K.
Vanguard Short-Term Treasury ETF made up 1.14% of CWS Financial Advisors's portfolio in Q3 2026, its #17 holding.
CWS Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 15 quarters since.
363 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.