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

DecisionPoint Financial’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	$196K	Sell	3,406 -944	-22%	-$54.7K	0.03%	68
2026 Q2	$252K	Hold	4,350	–	–	0.05%	47
2026 Q1	$255K	Hold	4,350	–	–	0.05%	42
2025 Q4	$255K	Hold	4,350	–	–	0.06%	43
2025 Q3	$255K	Buy	4,350 +3,790	+677%	+$222K	0.06%	43
2025 Q2	$32.8K	Hold	560	–	–	0.01%	101
2025 Q1	$32.9K	Hold	560	–	–	0.01%	99
2024 Q4	$32.6K	Hold	560	–	–	0.01%	97
2024 Q3	$33.1K	Hold	560	–	–	0.01%	98
2024 Q2	$32.7K	Sell	560 -700	-56%	-$40.4K	0.01%	98
2024 Q1	$72.7K	Buy	1,260 +700	+125%	+$40.7K	0.03%	65
2023 Q4	$32.7K	Hold	560	–	–	0.01%	88
2023 Q3	$32.3K	Hold	560	–	–	0.02%	81
2023 Q2	$32.3K	Hold	560	–	–	0.02%	81
2023 Q1	$32.8K	Hold	560	–	–	0.02%	76
2022 Q4	$32.4K	Buy	+560	New	+$32.4K	0.02%	73

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

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

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

DecisionPoint Financial's VGSH Position: Q3 2026 in Review

DecisionPoint Financial reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 22% in Q3 2026, selling an estimated $54.7K and leaving 3,406 shares worth $196K. The position accounts for 0.03% of the portfolio, ranked #68.

DecisionPoint Financial first reported a position in VGSH in Q4 2022 and has held it in 16 quarters since. The position peaked at $255K in Q4 2025. 424 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

DecisionPoint Financial held 3,406 shares of Vanguard Short-Term Treasury ETF worth $196K as of Q3 2026.
DecisionPoint Financial sold 944 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $54.7K.
Vanguard Short-Term Treasury ETF made up 0.03% of DecisionPoint Financial's portfolio in Q3 2026, its #68 holding.
DecisionPoint Financial first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 16 quarters since.
DecisionPoint Financial's Vanguard Short-Term Treasury ETF position peaked at $255K in Q4 2025.
424 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.