CX Institutional’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

CX Institutional’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	$330K	Sell	5,732 -7,055	-55%	-$409K	0.01%	601
2026 Q2	$744K	Buy	12,787 +5,678	+80%	+$331K	0.02%	378
2026 Q1	$416K	Buy	7,109 +307	+5%	+$18K	0.01%	510
2025 Q4	$399K	Buy	6,802 +876	+15%	+$51.5K	0.01%	481
2025 Q3	$349K	Buy	5,926 +1,608	+37%	+$94.3K	0.01%	526
2025 Q2	$254K	Buy	4,318 +54	+1%	+$3.16K	0.01%	552
2025 Q1	$250K	Buy	+4,264	New	+$249K	0.01%	525
2022 Q3	–	Sell	-31	Closed	-$2K	–	1104
2022 Q2	$2K	Buy	+31	New	+$1.83K	﹤0.01%	1112

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

CX Institutional's VGSH Position: Q3 2026 in Review

CX Institutional reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 55% in Q3 2026, selling an estimated $409K and leaving 5,732 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #601.

CX Institutional first reported a position in VGSH in Q2 2022 and has held it in 8 quarters since. The position peaked at $744K in Q2 2026. 363 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

CX Institutional held 5,732 shares of Vanguard Short-Term Treasury ETF worth $330K as of Q3 2026.
CX Institutional sold 7,055 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $409K.
Vanguard Short-Term Treasury ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #601 holding.
CX Institutional first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 8 quarters since.
CX Institutional's Vanguard Short-Term Treasury ETF position peaked at $744K in Q2 2026.
363 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.