Discipline Wealth Solutions
VGSH icon

Discipline Wealth Solutions’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Discipline Wealth Solutions’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 		$16.2M Buy
281,106
+1,140
+0.4% +$66.1K 1.41% 20
2026
Q2 		$16.3M Sell
279,966
-1,118
-0.4% -$65.2K 1.42% 20
2026
Q1 		$16.5M Buy
281,084
+177,879
+172% +$10.4M 1.73% 18
2025
Q4 		$6.06M Buy
+103,205
New +$6.07M 1.12% 23

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Klaas Financial Asset Advisors
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
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

Discipline Wealth Solutions's VGSH Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.41% in Q3 2026, buying an estimated $66.1K and bringing the position to 281,106 shares worth $16.2M. The position accounts for 1.41% of the portfolio, ranked #20.

Discipline Wealth Solutions first reported a position in VGSH in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.5M in Q1 2026. 271 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Discipline Wealth Solutions held 281,106 shares of Vanguard Short-Term Treasury ETF worth $16.2M as of Q3 2026.
  • Discipline Wealth Solutions bought 1,140 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $66.1K.
  • Vanguard Short-Term Treasury ETF made up 1.41% of Discipline Wealth Solutions's portfolio in Q3 2026, its #20 holding.
  • Discipline Wealth Solutions first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • Discipline Wealth Solutions's Vanguard Short-Term Treasury ETF position peaked at $16.5M in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.