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 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 $1.18B AUM 11.55% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

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

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return