Dynamic Wealth Strategies
VGSH icon

Dynamic Wealth Strategies’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Dynamic Wealth Strategies’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 		$15M Buy
261,377
+107,285
+70% +$6.22M 8.01% 3
2026
Q2 		$8.97M Buy
154,092
+142,891
+1,276% +$8.33M 4.78% 6
2026
Q1 		$656K Buy
11,201
+8,087
+260% +$475K 0.38% 37
2025
Q4 		$183K Buy
3,114
+360
+13% +$21.2K 0.11% 88
2025
Q3 		$162K Sell
2,754
-802
-23% -$47.1K 0.11% 83
2025
Q2 		$209K Sell
3,556
-242
-6% -$14.2K 0.15% 65
2025
Q1 		$223K Sell
3,798
-565
-13% -$33K 0.19% 63
2024
Q4 		$254K Sell
4,363
-94
-2% -$5.49K 0.23% 54
2024
Q3 		$263K Buy
4,457
+93
+2% +$5.45K 0.21% 53
2024
Q2 		$253K Buy
4,364
+1,410
+48% +$81.5K 0.22% 53
2024
Q1 		$172K Sell
2,954
-53,223
-95% -$3.09M 0.15% 71
2023
Q4 		$3.28M Buy
+56,177
New +$3.25M 3.02% 10

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 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

Dynamic Wealth Strategies's VGSH Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 70% in Q3 2026, buying an estimated $6.22M and bringing the position to 261,377 shares worth $15M. The position accounts for 8.01% of the portfolio, ranked #3.

Dynamic Wealth Strategies first reported a position in VGSH in Q4 2023 and has held it in 12 quarters since. 306 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Dynamic Wealth Strategies held 261,377 shares of Vanguard Short-Term Treasury ETF worth $15M as of Q3 2026.
  • Dynamic Wealth Strategies bought 107,285 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $6.22M.
  • Vanguard Short-Term Treasury ETF made up 8.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #3 holding.
  • Dynamic Wealth Strategies first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
  • 306 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.