Dynamic Advisor Solutions
VGSH icon

Dynamic Advisor Solutions’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Dynamic Advisor 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 		$4.95M Sell
85,944
-3,558
-4% -$206K 0.14% 160
2026
Q2 		$5.21M Buy
89,502
+1,433
+2% +$83.5K 0.15% 159
2026
Q1 		$5.16M Buy
88,069
+5,804
+7% +$341K 0.16% 142
2025
Q4 		$4.83M Buy
82,265
+4,027
+5% +$237K 0.16% 148
2025
Q3 		$4.6M Buy
78,238
+489
+0.6% +$28.7K 0.13% 172
2025
Q2 		$4.57M Buy
77,749
+478
+0.6% +$28K 0.14% 171
2025
Q1 		$4.54M Buy
+77,271
New +$4.51M 0.15% 165
2024
Q4 		– Sell
-64,790
Closed -$3.82M – 882
2024
Q3 		$3.82M Buy
64,790
+780
+1% +$45.7K 0.11% 203
2024
Q2 		$3.71M Buy
64,010
+1,224
+2% +$70.7K 0.12% 204
2024
Q1 		$3.65M Buy
62,786
+12,345
+24% +$718K 0.12% 203
2023
Q4 		$2.94M Buy
50,441
+42,696
+551% +$2.47M 0.11% 228
2023
Q3 		$446K Sell
7,745
-21
-0.3% -$1.21K 0.02% 551
2023
Q2 		$448K Sell
7,766
-2,844
-27% -$166K 0.02% 520
2023
Q1 		$621K Buy
10,610
+4,409
+71% +$256K 0.04% 422
2022
Q4 		$359K Buy
6,201
+700
+13% +$40.4K 0.02% 517
2022
Q3 		$318K Buy
5,501
+944
+21% +$55.3K 0.02% 510
2022
Q2 		$268K Buy
+4,557
New +$269K 0.02% 569
2021
Q2 		– Sell
-3,763
Closed -$231K – 817
2021
Q1 		$231K Hold
3,763
– – 0.02% 576
2020
Q4 		$232K Hold
3,763
– – 0.02% 558
2020
Q3 		$234K Buy
+3,763
New +$234K 0.03% 491
2019
Q2 		– Sell
-18,227
Closed -$1.1M – 555
2019
Q1 		$1.1M Buy
18,227
+2,157
+13% +$130K 0.21% 125
2018
Q4 		$966K Buy
16,070
+6,410
+66% +$383K 0.21% 126
2018
Q3 		$577K Buy
9,660
+4,844
+101% +$290K 0.12% 199
2018
Q2 		$289K Buy
+4,816
New +$288K 0.07% 303

Other funds holding VGSH

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 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
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
Shah Capital Management
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

Dynamic Advisor Solutions's VGSH Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 4% in Q3 2026, selling an estimated $206K and leaving 85,944 shares worth $4.95M. The position accounts for 0.14% of the portfolio, ranked #160.

Dynamic Advisor Solutions first reported a position in VGSH in Q2 2018 and has held it in 24 quarters since. The position peaked at $5.21M in Q2 2026. 233 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Dynamic Advisor Solutions held 85,944 shares of Vanguard Short-Term Treasury ETF worth $4.95M as of Q3 2026.
  • Dynamic Advisor Solutions sold 3,558 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $206K.
  • Vanguard Short-Term Treasury ETF made up 0.14% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #160 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Short-Term Treasury ETF in Q2 2018 and has held it in 24 quarters since.
  • Dynamic Advisor Solutions's Vanguard Short-Term Treasury ETF position peaked at $5.21M in Q2 2026.
  • 233 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.